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
ABEV icon
1276
Ambev
ABEV
$47.2B
$36.5K ﹤0.01%
14,771
-27,200
HRB icon
1277
H&R Block
HRB
$3.81B
$36.4K ﹤0.01%
836
+317
EIPI
1278
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.06B
$36.4K ﹤0.01%
1,832
-2,314
KEY icon
1279
KeyCorp
KEY
$21.5B
$36.2K ﹤0.01%
1,754
-34
CX icon
1280
Cemex
CX
$15.6B
$36K ﹤0.01%
3,137
-444
PDM
1281
Piedmont Realty Trust
PDM
$879M
$36K ﹤0.01%
4,312
-5,909
TSLL icon
1282
Direxion Shares ETF Trust Direxion Daily TSLA Bull 2X ETF
TSLL
$5.15B
$35.7K ﹤0.01%
1,870
+470
FSCO
1283
FS Credit Opportunities Corp
FSCO
$964M
$35.7K ﹤0.01%
5,670
PFM icon
1284
Invesco Dividend Achievers ETF
PFM
$745M
$35.2K ﹤0.01%
683
+2
FLTB icon
1285
Fidelity Limited Term Bond ETF
FLTB
$379M
$35.2K ﹤0.01%
+694
VTEC icon
1286
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.15B
$35.1K ﹤0.01%
350
+250
PEY icon
1287
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.01B
$35.1K ﹤0.01%
1,720
+1,505
AG icon
1288
First Majestic Silver
AG
$12.7B
$35K ﹤0.01%
+2,100
PI icon
1289
Impinj
PI
$3B
$34.8K ﹤0.01%
200
BBJP icon
1290
JPMorgan BetaBuilders Japan ETF
BBJP
$15.3B
$34.8K ﹤0.01%
528
TYG
1291
Tortoise Energy Infrastructure Corp
TYG
$1.01B
$34.7K ﹤0.01%
849
+2
FLHY icon
1292
Franklin High Yield Corporate ETF
FLHY
$807M
$34.7K ﹤0.01%
1,421
CHW
1293
Calamos Global Dynamic Income Fund
CHW
$483M
$34.5K ﹤0.01%
4,660
XYLD icon
1294
Global X S&P 500 Covered Call ETF
XYLD
$3.15B
$34.5K ﹤0.01%
849
-235
PSIL icon
1295
AdvisorShares Psychedelics ETF
PSIL
$20.7M
$34.3K ﹤0.01%
2,000
LUV icon
1296
Southwest Airlines
LUV
$20.6B
$34.3K ﹤0.01%
829
-1,777
MAA icon
1297
Mid-America Apartment Communities
MAA
$15.2B
$34.2K ﹤0.01%
246
-48
BBVA icon
1298
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$34.1K ﹤0.01%
1,465
+32
IBDS icon
1299
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.74B
$34.1K ﹤0.01%
1,404
+362
AGNC icon
1300
AGNC Investment
AGNC
$11.9B
$34K ﹤0.01%
3,172
-100
50 51
52
53 54