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
CWBC
1426
Community West Bancshares
CWBC
$456M
$27K ﹤0.01%
1,297
VIS icon
1427
Vanguard Industrials ETF
VIS
$6.43B
$27K ﹤0.01%
91
-203
APTV icon
1428
Aptiv
APTV
$17B
$26.9K ﹤0.01%
312
-3
FLR icon
1429
Fluor
FLR
$7.03B
$26.9K ﹤0.01%
639
+2
XYL icon
1430
Xylem
XYL
$33.4B
$26.9K ﹤0.01%
182
-1
IBDW icon
1431
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.04B
$26.7K ﹤0.01%
+1,257
FENI icon
1432
Fidelity Enhanced International ETF
FENI
$5.52B
$26.7K ﹤0.01%
755
+100
REG icon
1433
Regency Centers
REG
$12.4B
$26.6K ﹤0.01%
365
-173
CP icon
1434
Canadian Pacific Kansas City
CP
$67.7B
$26.6K ﹤0.01%
357
-24
IBDV icon
1435
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.44B
$26.6K ﹤0.01%
+1,200
GGG icon
1436
Graco
GGG
$13.9B
$26.5K ﹤0.01%
312
+2
HYDB icon
1437
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
$26.3K ﹤0.01%
550
-387
HRB icon
1438
H&R Block
HRB
$5.48B
$26.3K ﹤0.01%
519
-8
ARKX icon
1439
ARK Space & Defense Innovation ETF
ARKX
$462M
$26.2K ﹤0.01%
+917
UDOW icon
1440
ProShares UltraPro Dow 30
UDOW
$774M
$26.1K ﹤0.01%
488
-6
RYLD icon
1441
Global X Russell 2000 Covered Call ETF
RYLD
$1.25B
$26K ﹤0.01%
1,726
-300
BBIN icon
1442
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.04B
$25.9K ﹤0.01%
370
+3
NIO icon
1443
NIO
NIO
$12.7B
$25.9K ﹤0.01%
3,400
HTGC icon
1444
Hercules Capital
HTGC
$3.42B
$25.8K ﹤0.01%
1,365
+4
AVUV icon
1445
Avantis US Small Cap Value ETF
AVUV
$20.3B
$25.8K ﹤0.01%
259
-100
CHD icon
1446
Church & Dwight Co
CHD
$20.3B
$25.7K ﹤0.01%
293
+42
MCHP icon
1447
Microchip Technology
MCHP
$36.3B
$25.6K ﹤0.01%
398
-192
GSM icon
1448
FerroAtlántica
GSM
$849M
$25.5K ﹤0.01%
5,594
IBDS icon
1449
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.52B
$25.4K ﹤0.01%
1,042
IBTH icon
1450
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.83B
$25.3K ﹤0.01%
+1,125
56 57
58
59 60