SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$14.5M
3
+$6.25M
4
SPOT icon
Spotify
SPOT
+$4.37M
5
INTU icon
Intuit
INTU
+$3.47M

Top Sells

1
+$25M
2
+$23.6M
3
+$23.1M
4
AAPL icon
Apple
AAPL
+$23M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$22.7M

Sector Composition

1 Technology 15.45%
2 Financials 5.07%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
76
Intuit
INTU
$183B
$7.4M 0.27%
9,601
+4,495
AXON icon
77
Axon Enterprise
AXON
$50.6B
$7.24M 0.26%
8,947
-11
SECT icon
78
Main Sector Rotation ETF
SECT
$2.32B
$7.19M 0.26%
127,851
-67,521
IWB icon
79
iShares Russell 1000 ETF
IWB
$44.8B
$7.11M 0.26%
20,953
-8,364
XLU icon
80
Utilities Select Sector SPDR Fund
XLU
$22.8B
$7.09M 0.25%
86,937
-14,759
FEZ icon
81
SPDR Euro Stoxx 50 ETF
FEZ
$4.69B
$7.06M 0.25%
122,057
+4,966
PG icon
82
Procter & Gamble
PG
$345B
$7.06M 0.25%
44,976
-25,710
TSLA icon
83
Tesla
TSLA
$1.45T
$6.9M 0.25%
21,733
-9,819
SPXL icon
84
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.56B
$6.78M 0.24%
39,064
+11,816
NEE icon
85
NextEra Energy
NEE
$177B
$6.73M 0.24%
98,866
-50,979
APCB icon
86
ActivePassive Core Bond ETF
APCB
$893M
$6.54M 0.24%
220,738
+68,598
VTI icon
87
Vanguard Total Stock Market ETF
VTI
$545B
$6.42M 0.23%
21,114
-2,257
SPGI icon
88
S&P Global
SPGI
$149B
$6.27M 0.23%
12,157
-6,727
SPYV icon
89
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$6.25M 0.22%
119,448
-15,938
ORLY icon
90
O'Reilly Automotive
ORLY
$86.6B
$6.22M 0.22%
70,854
-17,736
MELI icon
91
Mercado Libre
MELI
$104B
$6.2M 0.22%
2,445
-562
AMAT icon
92
Applied Materials
AMAT
$181B
$6.2M 0.22%
33,945
-5,549
IAU icon
93
iShares Gold Trust
IAU
$64.1B
$5.96M 0.21%
97,916
-43,663
ANET icon
94
Arista Networks
ANET
$180B
$5.7M 0.2%
57,004
-69,278
TDG icon
95
TransDigm Group
TDG
$74B
$5.62M 0.2%
3,794
-1,785
XLE icon
96
Energy Select Sector SPDR Fund
XLE
$25.9B
$5.59M 0.2%
66,044
-15,800
ONEQ icon
97
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.97B
$5.55M 0.2%
69,279
-798
RDVY icon
98
First Trust Rising Dividend Achievers ETF
RDVY
$16.9B
$5.5M 0.2%
87,624
-1,917
IJR icon
99
iShares Core S&P Small-Cap ETF
IJR
$86B
$5.33M 0.19%
49,402
-19,080
USMV icon
100
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$5.21M 0.19%
55,594
+28,824
2 3
4
5 6