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
CVIE icon
1201
Calvert International Responsible Index ETF
CVIE
$274M
$54.9K ﹤0.01%
805
CCI icon
1202
Crown Castle
CCI
$38.3B
$54.8K ﹤0.01%
568
-31
PCAR icon
1203
PACCAR
PCAR
$58.9B
$54.8K ﹤0.01%
557
+60
PKB icon
1204
Invesco Building & Construction ETF
PKB
$283M
$54.6K ﹤0.01%
571
-284
QQQE icon
1205
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.21B
$54.5K ﹤0.01%
536
FDEC icon
1206
FT Vest US Equity Buffer ETF December
FDEC
$1.12B
$54.2K ﹤0.01%
1,100
TPR icon
1207
Tapestry
TPR
$25.2B
$53.8K ﹤0.01%
475
-6
FTXL icon
1208
First Trust Nasdaq Semiconductor ETF
FTXL
$1.27B
$53.7K ﹤0.01%
480
SGU icon
1209
Star Group
SGU
$386M
$53.7K ﹤0.01%
4,537
DEM icon
1210
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.26B
$53.6K ﹤0.01%
1,165
ARR
1211
Armour Residential REIT
ARR
$1.9B
$53.6K ﹤0.01%
3,586
+198
SCHV icon
1212
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$53.3K ﹤0.01%
1,829
-1
ILCG icon
1213
iShares Morningstar Growth ETF
ILCG
$2.86B
$53.1K ﹤0.01%
+509
DECK icon
1214
Deckers Outdoor
DECK
$14.9B
$52.7K ﹤0.01%
520
-1,157
AMBP icon
1215
Ardagh Metal Packaging
AMBP
$2.48B
$52.7K ﹤0.01%
13,200
DKNG icon
1216
DraftKings
DKNG
$16.9B
$52.5K ﹤0.01%
1,403
-1,229
ONB icon
1217
Old National Bancorp
ONB
$8.94B
$52.3K ﹤0.01%
2,383
QDEL icon
1218
QuidelOrtho
QDEL
$1.96B
$51.9K ﹤0.01%
1,761
+36
EXI icon
1219
iShares Global Industrials ETF
EXI
$912M
$51.8K ﹤0.01%
300
ARCO icon
1220
Arcos Dorados Holdings
ARCO
$1.53B
$51.8K ﹤0.01%
7,670
+840
REGN icon
1221
Regeneron Pharmaceuticals
REGN
$78.4B
$51.7K ﹤0.01%
92
+9
URE icon
1222
ProShares Ultra Real Estate
URE
$53.9M
$51.6K ﹤0.01%
800
BBY icon
1223
Best Buy
BBY
$15B
$51.6K ﹤0.01%
682
-2
APRT icon
1224
AllianzIM US Large Cap Buffer10 Apr ETF
APRT
$41.3M
$51.2K ﹤0.01%
1,257
TDS icon
1225
Telephone and Data Systems
TDS
$4.42B
$51.2K ﹤0.01%
1,304
-52
47 48
49
50 51