SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,514
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$16.1M
3
+$11.2M
4
AVGO icon
Broadcom
AVGO
+$10.7M
5
PWR icon
Quanta Services
PWR
+$10.4M

Top Sells

1
+$66.4M
2
+$22.9M
3
+$16.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

Sector Composition

1 Technology 17.53%
2 Financials 5.5%
3 Communication Services 5.21%
4 Consumer Discretionary 4.86%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTAP icon
976
NetApp
NTAP
$22.4B
$103K ﹤0.01%
872
+1
COLD icon
977
Americold
COLD
$3.59B
$103K ﹤0.01%
8,420
+4,230
SIL icon
978
Global X Silver Miners ETF NEW
SIL
$4.56B
$103K ﹤0.01%
1,435
+901
HYT icon
979
BlackRock Corporate High Yield Fund
HYT
$1.45B
$103K ﹤0.01%
10,812
+239
BN icon
980
Brookfield
BN
$101B
$103K ﹤0.01%
2,246
-624
J icon
981
Jacobs Solutions
J
$15.9B
$102K ﹤0.01%
681
+40
SOXL icon
982
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$11.3B
$102K ﹤0.01%
2,926
+1,002
CRSP icon
983
CRISPR Therapeutics
CRSP
$5.33B
$102K ﹤0.01%
1,568
-650
FIVA icon
984
Fidelity International Value Factor ETF
FIVA
$321M
$101K ﹤0.01%
3,240
-300
NVDL icon
985
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.07B
$101K ﹤0.01%
1,075
+1,045
BFK icon
986
BlackRock Municipal Income Trust
BFK
$434M
$101K ﹤0.01%
10,000
ACI icon
987
Albertsons Companies
ACI
$9.6B
$100K ﹤0.01%
5,732
+92
XTN icon
988
State Street SPDR S&P Transportation ETF
XTN
$157M
$99.9K ﹤0.01%
1,192
+1
L icon
989
Loews
L
$21.5B
$99.8K ﹤0.01%
994
-32
KDP icon
990
Keurig Dr Pepper
KDP
$38.8B
$99.4K ﹤0.01%
3,895
+3,468
BLD icon
991
TopBuild
BLD
$12B
$99.3K ﹤0.01%
254
-30
DOW icon
992
Dow Inc
DOW
$16.2B
$98.9K ﹤0.01%
4,314
+42
TRMB icon
993
Trimble
TRMB
$19.2B
$98.4K ﹤0.01%
1,205
+56
REGL icon
994
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
$98.2K ﹤0.01%
1,150
+11
SIRI icon
995
SiriusXM
SIRI
$7.23B
$98.1K ﹤0.01%
4,213
+400
NEAR icon
996
iShares Short Maturity Bond ETF
NEAR
$3.77B
$97.8K ﹤0.01%
1,906
-20
DON icon
997
WisdomTree US MidCap Dividend Fund
DON
$3.76B
$97.5K ﹤0.01%
1,864
+9
NOVT icon
998
Novanta
NOVT
$4.34B
$96.9K ﹤0.01%
967
-300
SIVR icon
999
abrdn Physical Silver Shares ETF
SIVR
$4.66B
$96.7K ﹤0.01%
2,174
+80
VFH icon
1000
Vanguard Financials ETF
VFH
$13.4B
$95.1K ﹤0.01%
725
38 39
40
41 42