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
BBIN icon
1376
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.05B
$26.8K ﹤0.01%
370
GJAN icon
1377
FT Vest US Equity Moderate Buffer ETF January
GJAN
$455M
$26.7K ﹤0.01%
625
-775
MOD icon
1378
Modine Manufacturing
MOD
$10.6B
$26.7K ﹤0.01%
+200
ARKW icon
1379
ARK Web x.0 ETF
ARKW
$1.66B
$26.6K ﹤0.01%
180
ARKX icon
1380
ARK Space & Defense Innovation ETF
ARKX
$721M
$26.6K ﹤0.01%
917
DOCT
1381
FT Vest US Equity Deep Buffer ETF October
DOCT
$371M
$26.5K ﹤0.01%
599
-14,227
FLG
1382
Flagstar Bank National Association
FLG
$5.15B
$26.4K ﹤0.01%
2,100
-6,847
WLDN icon
1383
Willdan Group
WLDN
$1.24B
$26.4K ﹤0.01%
+255
LQDH icon
1384
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$491M
$26.4K ﹤0.01%
283
+251
OMC icon
1385
Omnicom Group
OMC
$24.8B
$26.3K ﹤0.01%
326
+33
NBIS
1386
Nebius Group N.V.
NBIS
$28.3B
$26.3K ﹤0.01%
314
-288
KBWY icon
1387
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$260M
$26.2K ﹤0.01%
1,701
THC icon
1388
Tenet Healthcare
THC
$20.4B
$26.2K ﹤0.01%
132
-145
GTX icon
1389
Garrett Motion
GTX
$3.44B
$26K ﹤0.01%
1,489
+1,350
DAR icon
1390
Darling Ingredients
DAR
$8.81B
$25.9K ﹤0.01%
720
-2,020
CPAY icon
1391
Corpay
CPAY
$22.5B
$25.6K ﹤0.01%
85
+2
BAB icon
1392
Invesco Taxable Municipal Bond ETF
BAB
$1.04B
$25.4K ﹤0.01%
934
-328
INGR icon
1393
Ingredion
INGR
$7B
$25.4K ﹤0.01%
230
-76
ACGL icon
1394
Arch Capital
ACGL
$33.7B
$25.3K ﹤0.01%
264
+42
SLYG icon
1395
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4B
$25.2K ﹤0.01%
268
+3
TXT icon
1396
Textron
TXT
$16.2B
$25.2K ﹤0.01%
289
+11
AFCG
1397
AFC Gamma
AFCG
$61.9M
$25.1K ﹤0.01%
8,800
IVOG icon
1398
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.42B
$25K ﹤0.01%
208
ALLE icon
1399
Allegion
ALLE
$12.6B
$25K ﹤0.01%
157
-77
SLYV icon
1400
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.14B
$25K ﹤0.01%
275
+24
54 55
56
57 58