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
DAX icon
1226
Global X DAX Germany ETF
DAX
$272M
$43.3K ﹤0.01%
950
+400
YUMC icon
1227
Yum China
YUMC
$18.7B
$43.2K ﹤0.01%
905
-176
SWK icon
1228
Stanley Black & Decker
SWK
$11.5B
$43K ﹤0.01%
579
+3
ACP
1229
abrdn Income Credit Strategies Fund
ACP
$674M
$43K ﹤0.01%
7,950
+204
IGD
1230
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$460M
$42.9K ﹤0.01%
7,506
+2,867
NVBT icon
1231
AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT
$29.3M
$42.9K ﹤0.01%
1,163
CFG icon
1232
Citizens Financial Group
CFG
$25B
$42.8K ﹤0.01%
733
+44
SPHY icon
1233
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$42.6K ﹤0.01%
1,801
-10,185
CDW icon
1234
CDW
CDW
$15.3B
$42.5K ﹤0.01%
312
-204
NOVP
1235
PGIM US Large-Cap Buffer 12 ETF - November
NOVP
$17.3M
$42.5K ﹤0.01%
+1,395
CRS icon
1236
Carpenter Technology
CRS
$20B
$42.4K ﹤0.01%
135
+84
IJT icon
1237
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.55B
$42.3K ﹤0.01%
300
-124
CCI icon
1238
Crown Castle
CCI
$38.6B
$42.2K ﹤0.01%
475
-93
SIRI icon
1239
SiriusXM
SIRI
$7.29B
$42.1K ﹤0.01%
2,103
-2,110
HLN icon
1240
Haleon
HLN
$44.5B
$41.9K ﹤0.01%
4,149
+360
EGP icon
1241
EastGroup Properties
EGP
$10.2B
$41.9K ﹤0.01%
235
-5
BCE icon
1242
BCE
BCE
$24.6B
$41.7K ﹤0.01%
1,750
-200
BN icon
1243
Brookfield
BN
$93.6B
$40.8K ﹤0.01%
888
-1,358
CLNE icon
1244
Clean Energy Fuels
CLNE
$492M
$40.4K ﹤0.01%
19,236
-2,478
NOK icon
1245
Nokia
NOK
$44.1B
$40.4K ﹤0.01%
6,242
+4,404
STT icon
1246
State Street
STT
$34.2B
$40.3K ﹤0.01%
312
-869
IAT icon
1247
iShares US Regional Banks ETF
IAT
$581M
$40K ﹤0.01%
725
SHYG icon
1248
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.65B
$39.8K ﹤0.01%
928
-150
BA.PRA
1249
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.95B
$39.7K ﹤0.01%
575
REMX icon
1250
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.97B
$39.7K ﹤0.01%
+537
48 49
50
51 52