SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,434
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.5M
3
+$8.64M
4
LRCX icon
Lam Research
LRCX
+$6.09M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.41M

Top Sells

1
+$7.52M
2
+$7.43M
3
+$6.64M
4
SHOP icon
Shopify
SHOP
+$6.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M

Sector Composition

1 Technology 16.61%
2 Communication Services 4.66%
3 Consumer Discretionary 4.53%
4 Financials 4.29%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMH icon
76
VanEck Semiconductor ETF
SMH
$54.6B
$8.01M 0.27%
20,885
+1,309
SHY icon
77
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$7.96M 0.27%
96,345
+1,499
SECT icon
78
Main Sector Rotation ETF
SECT
$2.54B
$7.95M 0.27%
131,619
-1,007
VUG icon
79
Vanguard Growth ETF
VUG
$34.9B
$7.93M 0.27%
108,996
+14,190
IJR icon
80
iShares Core S&P Small-Cap ETF
IJR
$101B
$7.9M 0.27%
63,542
+13,697
JEPQ icon
81
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$36.6B
$7.81M 0.27%
140,657
+30,560
DELL icon
82
Dell
DELL
$138B
$7.8M 0.27%
47,519
-4,042
MU icon
83
Micron Technology
MU
$543B
$7.57M 0.26%
22,406
+5,303
IWB icon
84
iShares Russell 1000 ETF
IWB
$46.3B
$7.44M 0.25%
20,862
+3
TER icon
85
Teradyne
TER
$62.8B
$7.37M 0.25%
24,861
-481
OIH icon
86
VanEck Oil Services ETF
OIH
$2.21B
$7.02M 0.24%
17,361
+12,736
XOM icon
87
Exxon Mobil
XOM
$626B
$6.83M 0.23%
40,275
+2,821
SPYV icon
88
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.3B
$6.81M 0.23%
120,396
+590
APUE icon
89
ActivePassive US Equity ETF
APUE
$2.38B
$6.72M 0.23%
167,768
-13,139
VIG icon
90
Vanguard Dividend Appreciation ETF
VIG
$105B
$6.72M 0.23%
31,230
+10,097
SPXL icon
91
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.73B
$6.62M 0.23%
35,812
+2,338
VTI icon
92
Vanguard Total Stock Market ETF
VTI
$611B
$6.5M 0.22%
20,262
-3,681
TSLA icon
93
Tesla
TSLA
$1.4T
$6.48M 0.22%
17,432
-1,281
ISRG icon
94
Intuitive Surgical
ISRG
$170B
$6.46M 0.22%
14,021
+868
JEPI icon
95
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$6.24M 0.21%
110,171
+2,463
XLU icon
96
State Street Utilities Select Sector SPDR ETF
XLU
$24.8B
$6.21M 0.21%
135,291
-15,527
VOE icon
97
Vanguard Mid-Cap Value ETF
VOE
$22.3B
$6.14M 0.21%
33,345
+4,266
RDVY icon
98
First Trust Rising Dividend Achievers ETF
RDVY
$21.8B
$6.14M 0.21%
89,892
-2,669
RSP icon
99
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
$6.1M 0.21%
31,778
+13,277
XLP icon
100
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$6.1M 0.21%
74,384
-2,276
2 3
4
5 6