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
EGP icon
1301
EastGroup Properties
EGP
$9.79B
$40.6K ﹤0.01%
240
+44
INSE icon
1302
Inspired Entertainment
INSE
$247M
$40.4K ﹤0.01%
4,305
+110
PEBO icon
1303
Peoples Bancorp
PEBO
$1.13B
$40.2K ﹤0.01%
1,340
XDEC icon
1304
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$200M
$40.1K ﹤0.01%
1,000
-200
BA.PRA
1305
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.81B
$40K ﹤0.01%
575
GWRE icon
1306
Guidewire Software
GWRE
$16.2B
$40K ﹤0.01%
174
+100
PRDO icon
1307
Perdoceo Education
PRDO
$1.9B
$39.9K ﹤0.01%
1,060
IESC icon
1308
IES Holdings
IESC
$9.08B
$39.8K ﹤0.01%
+100
REZI icon
1309
Resideo Technologies
REZI
$5.44B
$39.6K ﹤0.01%
918
-10
FOUR icon
1310
Shift4
FOUR
$4.52B
$39.6K ﹤0.01%
512
PPL icon
1311
PPL Corp
PPL
$25.2B
$39.5K ﹤0.01%
1,063
-204
TMQ
1312
Trilogy Metals
TMQ
$756M
$39.4K ﹤0.01%
18,774
+6,669
TROW icon
1313
T. Rowe Price
TROW
$22.7B
$39.3K ﹤0.01%
383
-303
ZS icon
1314
Zscaler
ZS
$36.6B
$39.3K ﹤0.01%
131
+43
FSCO
1315
FS Credit Opportunities Corp
FSCO
$1.22B
$39.2K ﹤0.01%
5,670
CVE icon
1316
Cenovus Energy
CVE
$32.2B
$39.1K ﹤0.01%
2,300
-240
STNG icon
1317
Scorpio Tankers
STNG
$2.66B
$39K ﹤0.01%
696
-62
MARA icon
1318
Marathon Digital Holdings
MARA
$4.04B
$38.9K ﹤0.01%
2,130
-160
QS icon
1319
QuantumScape
QS
$6.47B
$38.8K ﹤0.01%
3,150
-8,250
E icon
1320
ENI
E
$54.5B
$38.7K ﹤0.01%
1,108
IAT icon
1321
iShares US Regional Banks ETF
IAT
$581M
$38.1K ﹤0.01%
725
PSIL icon
1322
AdvisorShares Psychedelics ETF
PSIL
$19.9M
$38K ﹤0.01%
2,000
-491
CC icon
1323
Chemours
CC
$1.77B
$37.7K ﹤0.01%
2,379
LSTR icon
1324
Landstar System
LSTR
$5.02B
$37.4K ﹤0.01%
305
+2
INGR icon
1325
Ingredion
INGR
$7.16B
$37.4K ﹤0.01%
306
51 52
53
54 55