SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$7.65M
2
+$6.51M
3
+$6.02M
4
DELL icon
Dell
DELL
+$5.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.77M

Top Sells

1
+$46.4M
2
+$7.18M
3
+$6.98M
4
ADBE icon
Adobe
ADBE
+$5.54M
5
GEV icon
GE Vernova
GEV
+$5.46M

Sector Composition

1 Technology 17.66%
2 Financials 5.27%
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
IWM icon
126
iShares Russell 2000 ETF
IWM
$78.1B
$4.89M 0.16%
19,884
-269
MU icon
127
Micron Technology
MU
$438B
$4.88M 0.16%
17,103
+2,011
NET icon
128
Cloudflare
NET
$59.5B
$4.86M 0.16%
24,671
+3,856
COPX icon
129
Global X Copper Miners ETF NEW
COPX
$5.97B
$4.84M 0.16%
+67,368
IWD icon
130
iShares Russell 1000 Value ETF
IWD
$70B
$4.77M 0.16%
22,677
+1,140
DIVO icon
131
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.05B
$4.66M 0.16%
104,797
-4,039
VIG icon
132
Vanguard Dividend Appreciation ETF
VIG
$104B
$4.64M 0.16%
21,133
+570
MGK icon
133
Vanguard Mega Cap Growth ETF
MGK
$31.5B
$4.62M 0.15%
11,184
+4,428
BWXT icon
134
BWX Technologies
BWXT
$19.2B
$4.59M 0.15%
26,577
-1,501
XOM icon
135
Exxon Mobil
XOM
$563B
$4.51M 0.15%
37,454
-1,419
ROK icon
136
Rockwell Automation
ROK
$47.3B
$4.41M 0.15%
11,325
+11,157
AIRR icon
137
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.82B
$4.39M 0.15%
44,678
+6,392
LRCX icon
138
Lam Research
LRCX
$287B
$4.38M 0.15%
25,600
+308
SGOV icon
139
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.6B
$4.34M 0.15%
43,285
+42,129
PULS icon
140
PGIM Ultra Short Bond ETF
PULS
$13.5B
$4.33M 0.15%
87,410
+86,271
CGDV icon
141
Capital Group Dividend Value ETF
CGDV
$27.7B
$4.32M 0.14%
99,082
+10,720
BLD icon
142
TopBuild
BLD
$13.9B
$4.18M 0.14%
10,023
+9,769
GEV icon
143
GE Vernova
GEV
$181B
$4.14M 0.14%
6,329
-8,349
BX icon
144
Blackstone
BX
$121B
$4.12M 0.14%
26,735
-2,043
FBTC icon
145
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$4.12M 0.14%
54,046
-59,393
PWB icon
146
Invesco Large Cap Growth ETF
PWB
$1.5B
$4.11M 0.14%
32,368
+7,111
DFGR icon
147
Dimensional Global Real Estate ETF
DFGR
$3.08B
$4.01M 0.13%
151,781
+21,950
HCA icon
148
HCA Healthcare
HCA
$106B
$4M 0.13%
8,557
-72
FTSM icon
149
First Trust Enhanced Short Maturity ETF
FTSM
$6.29B
$3.89M 0.13%
64,874
-1,360
TSM icon
150
TSMC
TSM
$1.69T
$3.86M 0.13%
12,702
-752
4 5
6
7 8