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
GLPI icon
1401
Gaming and Leisure Properties
GLPI
$12.3B
$28.9K ﹤0.01%
620
+238
HAP icon
1402
VanEck Natural Resources ETF
HAP
$202M
$28.8K ﹤0.01%
505
VIRT icon
1403
Virtu Financial
VIRT
$2.86B
$28.8K ﹤0.01%
811
JPRE icon
1404
JPMorgan Realty Income ETF
JPRE
$466M
$28.8K ﹤0.01%
+600
HWKN icon
1405
Hawkins
HWKN
$2.97B
$28.7K ﹤0.01%
157
PKST
1406
Peakstone Realty Trust
PKST
$532M
$28.6K ﹤0.01%
2,181
+210
HIMS icon
1407
Hims & Hers Health
HIMS
$8.47B
$28.5K ﹤0.01%
502
-348
ISTB icon
1408
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$28.4K ﹤0.01%
582
-15
ASC icon
1409
Ardmore Shipping
ASC
$453M
$28.3K ﹤0.01%
2,385
SPMB icon
1410
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.55B
$28.2K ﹤0.01%
1,258
-768
UHAL icon
1411
U-Haul Holding Co
UHAL
$10.1B
$28K ﹤0.01%
490
+17
SAN icon
1412
Banco Santander
SAN
$167B
$27.9K ﹤0.01%
2,663
AEE icon
1413
Ameren
AEE
$26.3B
$27.9K ﹤0.01%
267
-2
IBDX icon
1414
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.36B
$27.8K ﹤0.01%
+1,084
BBVA icon
1415
Banco Bilbao Vizcaya Argentaria
BBVA
$128B
$27.6K ﹤0.01%
1,433
+52
AJUL
1416
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$60.7M
$27.5K ﹤0.01%
962
LYFT icon
1417
Lyft
LYFT
$8.13B
$27.5K ﹤0.01%
1,250
+133
IGD
1418
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$455M
$27.5K ﹤0.01%
4,639
+834
FBCG icon
1419
Fidelity Blue Chip Growth ETF
FBCG
$5.17B
$27.4K ﹤0.01%
511
BRBR icon
1420
BellRing Brands
BRBR
$3.82B
$27.4K ﹤0.01%
753
+3
XPO icon
1421
XPO
XPO
$17.5B
$27.3K ﹤0.01%
211
-31
JAVA icon
1422
JPMorgan Active Value ETF
JAVA
$5.16B
$27.3K ﹤0.01%
395
+11
SW
1423
Smurfit Westrock
SW
$19.4B
$27.2K ﹤0.01%
640
+4
AMTM
1424
Amentum Holdings
AMTM
$7.24B
$27.2K ﹤0.01%
1,134
+263
KBWY icon
1425
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$250M
$27.1K ﹤0.01%
1,701
55 56
57
58 59