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
BG icon
1126
Bunge Global
BG
$23.7B
$60.5K ﹤0.01%
679
-2
TOST icon
1127
Toast
TOST
$16.9B
$60.4K ﹤0.01%
1,700
-2,110
NTES icon
1128
NetEase
NTES
$73B
$60K ﹤0.01%
436
+104
HPQ icon
1129
HP
HPQ
$16.9B
$59.4K ﹤0.01%
2,666
+33
GIS icon
1130
General Mills
GIS
$21.7B
$59.3K ﹤0.01%
1,275
+106
LKQ icon
1131
LKQ Corp
LKQ
$7.9B
$59K ﹤0.01%
1,955
-1,834
MSI icon
1132
Motorola Solutions
MSI
$76.6B
$59K ﹤0.01%
154
-637
CHAT icon
1133
Roundhill Generative AI & Technology ETF
CHAT
$1.09B
$59K ﹤0.01%
1,000
FENI icon
1134
Fidelity Enhanced International ETF
FENI
$8.01B
$58.2K ﹤0.01%
1,592
+837
VONG icon
1135
Vanguard Russell 1000 Growth ETF
VONG
$38.8B
$57.8K ﹤0.01%
475
PTY icon
1136
PIMCO Corporate & Income Opportunity Fund
PTY
$2.37B
$57.8K ﹤0.01%
4,481
-599
FSTA icon
1137
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.44B
$57.6K ﹤0.01%
1,171
+17
CVIE icon
1138
Calvert International Responsible Index ETF
CVIE
$315M
$57.4K ﹤0.01%
805
FNDF icon
1139
Schwab Fundamental International Large Company Index ETF
FNDF
$21.8B
$57.2K ﹤0.01%
1,266
+235
EQAL icon
1140
Invesco Russell 1000 Equal Weight ETF
EQAL
$763M
$57.2K ﹤0.01%
1,086
OLN icon
1141
Olin
OLN
$2.7B
$57.1K ﹤0.01%
2,739
+1,013
CAE icon
1142
CAE Inc
CAE
$9.16B
$56.6K ﹤0.01%
1,862
ALLY icon
1143
Ally Financial
ALLY
$11.4B
$56.3K ﹤0.01%
1,243
-1,889
FERG icon
1144
Ferguson
FERG
$46.5B
$56.1K ﹤0.01%
252
-1,078
VRSN icon
1145
VeriSign
VRSN
$21.6B
$56K ﹤0.01%
231
+4
MAIN icon
1146
Main Street Capital
MAIN
$5.11B
$55.3K ﹤0.01%
916
-168
PKB icon
1147
Invesco Building & Construction ETF
PKB
$416M
$55.1K ﹤0.01%
595
+24
FTC icon
1148
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.19B
$55.1K ﹤0.01%
345
IOT icon
1149
Samsara
IOT
$18.5B
$54.9K ﹤0.01%
1,549
-205
PLTU
1150
Direxion Shares ETF Trust Direxion Daily PLTR Bull 2X ETF
PLTU
$567M
$54.8K ﹤0.01%
745
+80
44 45
46
47 48