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
AIVI icon
1176
WisdomTree International AI Enhanced Value Fund
AIVI
$59.8M
$51.5K ﹤0.01%
991
-1,213
STEP icon
1177
StepStone Group
STEP
$3.64B
$51.3K ﹤0.01%
800
+300
HEI.A icon
1178
HEICO Corp Class A
HEI.A
$32.5B
$51.2K ﹤0.01%
203
-122
TRI icon
1179
Thomson Reuters
TRI
$45.9B
$51K ﹤0.01%
387
-640
HST icon
1180
Host Hotels & Resorts
HST
$13.2B
$51K ﹤0.01%
2,874
-470
CM icon
1181
Canadian Imperial Bank of Commerce
CM
$91.2B
$49.8K ﹤0.01%
550
AGQ icon
1182
ProShares Ultra Silver
AGQ
$2.49B
$49.8K ﹤0.01%
+321
IEP icon
1183
Icahn Enterprises
IEP
$4.86B
$49.5K ﹤0.01%
6,560
+1,060
CSL icon
1184
Carlisle Companies
CSL
$14.4B
$49.4K ﹤0.01%
155
-635
ETHA
1185
iShares Ethereum Trust ETF
ETHA
$6.93B
$49.4K ﹤0.01%
2,202
-44
TTEK icon
1186
Tetra Tech
TTEK
$8.81B
$49.3K ﹤0.01%
1,470
-2,972
TAP icon
1187
Molson Coors Class B
TAP
$8.45B
$49.2K ﹤0.01%
1,055
-802
UHS icon
1188
Universal Health Services
UHS
$11.4B
$48.8K ﹤0.01%
224
+215
GMED icon
1189
Globus Medical
GMED
$11.8B
$48.8K ﹤0.01%
559
+1
TEVA icon
1190
Teva Pharmaceuticals
TEVA
$35.5B
$48.7K ﹤0.01%
1,561
-2,129
DTM icon
1191
DT Midstream
DTM
$14.1B
$48.6K ﹤0.01%
406
CYBR
1192
DELISTED
CyberArk
CYBR
$48.6K ﹤0.01%
109
-1,577
DFAC icon
1193
Dimensional US Core Equity 2 ETF
DFAC
$41.2B
$48.1K ﹤0.01%
1,215
CNP icon
1194
CenterPoint Energy
CNP
$28.1B
$47.9K ﹤0.01%
1,250
BNS icon
1195
Scotiabank
BNS
$87.9B
$47.9K ﹤0.01%
650
IGE icon
1196
iShares North American Natural Resources ETF
IGE
$884M
$47.6K ﹤0.01%
949
FEM icon
1197
First Trust Emerging Markets AlphaDEX Fund
FEM
$631M
$47.5K ﹤0.01%
1,738
-1
QQQE icon
1198
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.15B
$47.5K ﹤0.01%
464
-72
OMF icon
1199
OneMain Financial
OMF
$6.3B
$47.3K ﹤0.01%
700
+318
URE icon
1200
ProShares Ultra Real Estate
URE
$54.9M
$47.1K ﹤0.01%
800
46 47
48
49 50