SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
STLD icon
1351
Steel Dynamics
STLD
$32.8B
$28.3K ﹤0.01%
167
COLD icon
1352
Americold
COLD
$3.66B
$28.3K ﹤0.01%
2,200
-6,220
PKST
1353
Peakstone Realty Trust
PKST
$780M
$28.3K ﹤0.01%
1,971
-210
P
1354
Everpure Inc
P
$23.6B
$28.1K ﹤0.01%
420
-699
JPRE icon
1355
JPMorgan Realty Income ETF
JPRE
$480M
$28K ﹤0.01%
600
FBCG icon
1356
Fidelity Blue Chip Growth ETF
FBCG
$6.09B
$28K ﹤0.01%
511
BIIB icon
1357
Biogen
BIIB
$27.1B
$28K ﹤0.01%
159
-7
AJUL
1358
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$58.6M
$28K ﹤0.01%
962
BVN icon
1359
Compañía de Minas Buenaventura
BVN
$8.32B
$27.8K ﹤0.01%
1,000
COLL icon
1360
Collegium Pharmaceutical
COLL
$1.05B
$27.8K ﹤0.01%
600
RMBS icon
1361
Rambus
RMBS
$17.1B
$27.8K ﹤0.01%
302
+201
SVXY icon
1362
ProShares Short VIX Short-Term Futures ETF
SVXY
$210M
$27.7K ﹤0.01%
+501
DEO icon
1363
Diageo
DEO
$44.1B
$27.7K ﹤0.01%
322
+178
QS icon
1364
QuantumScape Corp
QS
$4.42B
$27.6K ﹤0.01%
2,650
-500
EFAV icon
1365
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.36B
$27.3K ﹤0.01%
317
+61
VIS icon
1366
Vanguard Industrials ETF
VIS
$7.62B
$27.2K ﹤0.01%
91
EPR icon
1367
EPR Properties
EPR
$4.25B
$27.2K ﹤0.01%
546
+2
XPO icon
1368
XPO
XPO
$26.3B
$27.2K ﹤0.01%
200
-11
CAG icon
1369
Conagra Brands
CAG
$6.78B
$27.1K ﹤0.01%
1,566
-158
VIRT icon
1370
Virtu Financial
VIRT
$4.2B
$27K ﹤0.01%
811
BBUC
1371
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.92B
$26.9K ﹤0.01%
750
-2,035
AMSF icon
1372
AMERISAFE
AMSF
$570M
$26.9K ﹤0.01%
700
AEE icon
1373
Ameren
AEE
$30.7B
$26.9K ﹤0.01%
269
+2
VGIT icon
1374
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.4B
$26.8K ﹤0.01%
448
+398
WTW icon
1375
Willis Towers Watson
WTW
$27.1B
$26.8K ﹤0.01%
81
-15
53 54
55
56 57