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
EQIX icon
1001
Equinix
EQIX
$74.4B
$94.9K ﹤0.01%
121
-775
DSTL icon
1002
Distillate US Fundamental Stability & Value ETF
DSTL
$1.84B
$94.7K ﹤0.01%
1,635
-425
EVRG icon
1003
Evergy
EVRG
$16.9B
$94.7K ﹤0.01%
1,246
+337
ACWV icon
1004
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.3B
$94.4K ﹤0.01%
787
ALNY icon
1005
Alnylam Pharmaceuticals
ALNY
$51.7B
$94.3K ﹤0.01%
207
+2
PSTG icon
1006
Pure Storage
PSTG
$23B
$93.8K ﹤0.01%
1,119
+2
ABEV icon
1007
Ambev
ABEV
$39.8B
$93.6K ﹤0.01%
41,971
APLE icon
1008
Apple Hospitality REIT
APLE
$2.88B
$93.5K ﹤0.01%
7,782
-500
BBUC
1009
Brookfield Business Corp
BBUC
$2.51B
$93.4K ﹤0.01%
2,785
-150
XSD icon
1010
State Street SPDR S&P Semiconductor ETF
XSD
$1.6B
$93.1K ﹤0.01%
292
+7
CCK icon
1011
Crown Holdings
CCK
$11.7B
$93.1K ﹤0.01%
964
+89
IBHF icon
1012
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.05B
$92.8K ﹤0.01%
3,966
+11
PBF icon
1013
PBF Energy
PBF
$3.09B
$92.6K ﹤0.01%
3,070
CNC icon
1014
Centene
CNC
$19.2B
$92.5K ﹤0.01%
2,594
+1,784
PDM
1015
Piedmont Realty Trust
PDM
$1.09B
$92K ﹤0.01%
10,221
-140
GDEC icon
1016
FT Vest US Equity Moderate Buffer ETF December
GDEC
$273M
$91.7K ﹤0.01%
2,500
XTEN icon
1017
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$763M
$91.5K ﹤0.01%
1,963
+68
ARDC
1018
Are Dynamic Credit Allocation Fund
ARDC
$318M
$91.5K ﹤0.01%
6,500
DRS icon
1019
Leonardo DRS
DRS
$8.81B
$90.8K ﹤0.01%
2,000
DAN icon
1020
Dana Inc
DAN
$2.67B
$90.5K ﹤0.01%
4,517
+22
PPG icon
1021
PPG Industries
PPG
$23.3B
$90.3K ﹤0.01%
860
+92
FDX icon
1022
FedEx
FDX
$66.6B
$90.3K ﹤0.01%
383
-65
TNA icon
1023
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.82B
$90.1K ﹤0.01%
1,992
+8
ICLN icon
1024
iShares Global Clean Energy ETF
ICLN
$1.87B
$90K ﹤0.01%
5,812
-345
UYG icon
1025
ProShares Ultra Financials
UYG
$883M
$89.1K ﹤0.01%
898
-262
39 40
41
42 43