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
LIT icon
1376
Global X Lithium & Battery Tech ETF
LIT
$1.44B
$31.8K ﹤0.01%
560
+1
CAG icon
1377
Conagra Brands
CAG
$8.49B
$31.6K ﹤0.01%
1,724
+1,230
EPR icon
1378
EPR Properties
EPR
$3.81B
$31.6K ﹤0.01%
544
WST icon
1379
West Pharmaceutical
WST
$19.2B
$31.5K ﹤0.01%
120
-1
ARKW icon
1380
ARK Web x.0 ETF
ARKW
$2.23B
$31.4K ﹤0.01%
180
LEU icon
1381
Centrus Energy
LEU
$4.53B
$31K ﹤0.01%
100
SWKS icon
1382
Skyworks Solutions
SWKS
$10B
$30.8K ﹤0.01%
400
-212
PPLT icon
1383
abrdn Physical Platinum Shares ETF
PPLT
$2.33B
$30.7K ﹤0.01%
215
AMSF icon
1384
AMERISAFE
AMSF
$741M
$30.7K ﹤0.01%
700
GEN icon
1385
Gen Digital
GEN
$17.1B
$30.6K ﹤0.01%
1,078
+994
BGB
1386
Blackstone Strategic Credit 2027 Term Fund
BGB
$529M
$30.4K ﹤0.01%
2,500
SMG icon
1387
ScottsMiracle-Gro
SMG
$3.35B
$30.2K ﹤0.01%
531
-194
EXPE icon
1388
Expedia Group
EXPE
$33.6B
$30.1K ﹤0.01%
141
-9
LGLV icon
1389
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.11B
$29.9K ﹤0.01%
168
CTSH icon
1390
Cognizant
CTSH
$40.5B
$29.9K ﹤0.01%
446
-42,909
HZO icon
1391
MarineMax
HZO
$551M
$29.8K ﹤0.01%
1,175
-290
TSLL icon
1392
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.91B
$29.6K ﹤0.01%
+1,400
IDGT icon
1393
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$138M
$29.5K ﹤0.01%
+340
CVGW icon
1394
Calavo Growers
CVGW
$383M
$29.5K ﹤0.01%
1,145
COKE icon
1395
Coca-Cola Consolidated
COKE
$11B
$29.4K ﹤0.01%
251
-296
ICVT icon
1396
iShares Convertible Bond ETF
ICVT
$3.71B
$29.4K ﹤0.01%
294
+52
AVUS icon
1397
Avantis US Equity ETF
AVUS
$10.4B
$29.2K ﹤0.01%
269
FOXA icon
1398
Fox Class A
FOXA
$31.6B
$29.2K ﹤0.01%
463
-1,315
DXJ icon
1399
WisdomTree Japan Hedged Equity Fund
DXJ
$4.95B
$29.1K ﹤0.01%
227
+17
ALC icon
1400
Alcon
ALC
$38.7B
$29.1K ﹤0.01%
390
-19
54 55
56
57 58