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
NI icon
1451
NiSource
NI
$19.6B
$25.3K ﹤0.01%
585
-100
CGMU icon
1452
Capital Group Municipal Income ETF
CGMU
$4.55B
$25.3K ﹤0.01%
928
ONL
1453
Orion Office REIT
ONL
$115M
$25.3K ﹤0.01%
9,370
RWR icon
1454
State Street SPDR Dow Jones REIT ETF
RWR
$1.66B
$25.3K ﹤0.01%
252
CUZ icon
1455
Cousins Properties
CUZ
$4.22B
$25.2K ﹤0.01%
870
+6
AXIA
1456
AXIA Energia
AXIA
$26.4B
$25.1K ﹤0.01%
2,531
+1,977
SLYG icon
1457
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.71B
$25K ﹤0.01%
265
-31
IVOG icon
1458
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.37B
$24.9K ﹤0.01%
208
-231
ITT icon
1459
ITT
ITT
$13.6B
$24.8K ﹤0.01%
139
+1
EMBJ
1460
Embraer S.A. ADS
EMBJ
$11.6B
$24.7K ﹤0.01%
408
-103
DAX icon
1461
Global X DAX Germany ETF
DAX
$274M
$24.6K ﹤0.01%
550
+250
GBDC icon
1462
Golub Capital BDC
GBDC
$3.63B
$24.6K ﹤0.01%
1,796
WTIU icon
1463
MicroSectors Energy 3x Leveraged ETNs
WTIU
$15.5M
$24.6K ﹤0.01%
2,311
BVN icon
1464
Compañía de Minas Buenaventura
BVN
$7.15B
$24.3K ﹤0.01%
1,000
FBRT
1465
Franklin BSP Realty Trust
FBRT
$873M
$24.3K ﹤0.01%
2,240
IEX icon
1466
IDEX
IEX
$13.4B
$24.1K ﹤0.01%
148
+95
GLP icon
1467
Global Partners
GLP
$1.48B
$24K ﹤0.01%
500
CPAY icon
1468
Corpay
CPAY
$22.1B
$23.9K ﹤0.01%
83
+24
OMC icon
1469
Omnicom Group
OMC
$25.5B
$23.9K ﹤0.01%
293
+281
FJAN icon
1470
FT Vest US Equity Buffer ETF January
FJAN
$1.14B
$23.8K ﹤0.01%
475
RGTIW icon
1471
Rigetti Computing Warrants
RGTIW
$326M
$23.8K ﹤0.01%
1,300
+300
DRLL icon
1472
Strive US Energy ETF
DRLL
$246M
$23.7K ﹤0.01%
825
KELYA icon
1473
Kelly Services Class A
KELYA
$321M
$23.7K ﹤0.01%
+1,805
IGHG icon
1474
ProShares Investment Grade-Interest Rate Hedged
IGHG
$277M
$23.6K ﹤0.01%
299
FCOR icon
1475
Fidelity Corporate Bond ETF
FCOR
$296M
$23.6K ﹤0.01%
491
+82
57 58
59
60 61