SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,506
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.6M
3
+$6.12M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.69M
5
CTSH icon
Cognizant
CTSH
+$5.43M

Top Sells

1
+$46.4M
2
+$7.91M
3
+$7.15M
4
MELI icon
Mercado Libre
MELI
+$5.55M
5
VEEV icon
Veeva Systems
VEEV
+$5.44M

Sector Composition

1 Technology 17.66%
2 Financials 5.28%
3 Communication Services 5.15%
4 Consumer Discretionary 4.63%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACHR icon
1076
Archer Aviation
ACHR
$4.72B
$73K ﹤0.01%
9,706
+2,760
PHK
1077
PIMCO High Income Fund
PHK
$839M
$72.5K ﹤0.01%
14,918
-417
IVR icon
1078
Invesco Mortgage Capital
IVR
$692M
$71.8K ﹤0.01%
8,537
+7,405
VOOV icon
1079
Vanguard S&P 500 Value ETF
VOOV
$6.09B
$71.4K ﹤0.01%
348
+1
KTOS icon
1080
Kratos Defense & Security Solutions
KTOS
$16.6B
$71K ﹤0.01%
935
-375
NICE icon
1081
Nice
NICE
$7.14B
$70.8K ﹤0.01%
626
-287
DTE icon
1082
DTE Energy
DTE
$30.4B
$70.4K ﹤0.01%
546
+3
CNI icon
1083
Canadian National Railway
CNI
$64.9B
$70.1K ﹤0.01%
709
-93
IONQ icon
1084
IonQ
IONQ
$12.6B
$69.8K ﹤0.01%
1,556
+366
TKO icon
1085
TKO Group
TKO
$15.8B
$69.6K ﹤0.01%
333
+18
BRKR icon
1086
Bruker
BRKR
$5.6B
$69.1K ﹤0.01%
1,467
+22
ELV icon
1087
Elevance Health
ELV
$64B
$69.1K ﹤0.01%
197
-73
IR icon
1088
Ingersoll Rand
IR
$33.4B
$69.1K ﹤0.01%
872
-801
CFR icon
1089
Cullen/Frost Bankers
CFR
$8.43B
$68.8K ﹤0.01%
543
DHI icon
1090
D.R. Horton
DHI
$41.3B
$68.8K ﹤0.01%
477
+92
HSBC icon
1091
HSBC
HSBC
$295B
$68.2K ﹤0.01%
867
+37
AIVC
1092
Amplify Bloomberg AI Value Chain ETF
AIVC
$35.7M
$68K ﹤0.01%
1,003
-50
LAZ icon
1093
Lazard
LAZ
$4.15B
$67.8K ﹤0.01%
1,397
+104
LNT icon
1094
Alliant Energy
LNT
$18.2B
$67.2K ﹤0.01%
1,034
EXR icon
1095
Extra Space Storage
EXR
$29.9B
$67.2K ﹤0.01%
516
-94
BBEU icon
1096
JPMorgan BetaBuilders Europe ETF
BBEU
$8.77B
$67.1K ﹤0.01%
916
IMO icon
1097
Imperial Oil
IMO
$58.2B
$66.4K ﹤0.01%
769
+41
ARR
1098
Armour Residential REIT
ARR
$2.13B
$65.9K ﹤0.01%
3,723
+137
ESPR icon
1099
Esperion Therapeutics
ESPR
$619M
$65.7K ﹤0.01%
17,767
KVUE icon
1100
Kenvue
KVUE
$33.8B
$65.6K ﹤0.01%
3,802
-878
42 43
44
45 46