SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,434
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.5M
3
+$8.64M
4
LRCX icon
Lam Research
LRCX
+$6.09M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.41M

Top Sells

1
+$7.52M
2
+$7.43M
3
+$6.64M
4
SHOP icon
Shopify
SHOP
+$6.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M

Sector Composition

1 Technology 16.61%
2 Communication Services 4.66%
3 Consumer Discretionary 4.53%
4 Financials 4.29%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
126
Welltower
WELL
$145B
$5.03M 0.17%
25,461
-1,872
CGDV icon
127
Capital Group Dividend Value ETF
CGDV
$32B
$4.98M 0.17%
117,092
+18,010
ASML icon
128
ASML
ASML
$546B
$4.97M 0.17%
3,765
+1,589
DYNF icon
129
BlackRock US Equity Factor Rotation ETF
DYNF
$33.3B
$4.96M 0.17%
85,332
+2,207
NOW icon
130
ServiceNow
NOW
$87.8B
$4.9M 0.17%
46,874
+38,351
ATI icon
131
ATI
ATI
$21.7B
$4.89M 0.17%
+33,596
WFRD icon
132
Weatherford International
WFRD
$7.15B
$4.85M 0.17%
+51,294
UNH icon
133
UnitedHealth
UNH
$322B
$4.81M 0.16%
17,779
-17
DIVO icon
134
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.82B
$4.81M 0.16%
107,138
+2,341
IWD icon
135
iShares Russell 1000 Value ETF
IWD
$73.5B
$4.73M 0.16%
22,120
-557
CF icon
136
CF Industries
CF
$19.3B
$4.68M 0.16%
36,049
+33,775
NXT icon
137
Nextpower Inc
NXT
$16B
$4.61M 0.16%
+38,272
COPX icon
138
Global X Copper Miners ETF NEW
COPX
$7.36B
$4.61M 0.16%
60,382
-6,986
DFGR icon
139
Dimensional Global Real Estate ETF
DFGR
$3.46B
$4.55M 0.16%
171,325
+19,544
VTEB icon
140
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
$4.51M 0.15%
90,433
+15,176
UBER icon
141
Uber
UBER
$152B
$4.51M 0.15%
62,665
-3,049
SGOV icon
142
iShares 0-3 Month Treasury Bond ETF
SGOV
$84.2B
$4.4M 0.15%
43,753
+468
LMT icon
143
Lockheed Martin
LMT
$122B
$4.38M 0.15%
7,247
+213
TT icon
144
Trane Technologies
TT
$107B
$4.28M 0.15%
10,276
+1,339
PWB icon
145
Invesco Large Cap Growth ETF
PWB
$1.83B
$4.2M 0.14%
33,327
+959
CCJ icon
146
Cameco
CCJ
$53.9B
$4.18M 0.14%
38,519
+28,599
CVX icon
147
Chevron
CVX
$374B
$4.13M 0.14%
19,946
+2,550
WDC icon
148
Western Digital
WDC
$137B
$4.09M 0.14%
15,115
+12,070
IXUS icon
149
iShares Core MSCI Total International Stock ETF
IXUS
$55.4B
$4.08M 0.14%
47,034
+3,545
EME icon
150
Emcor
EME
$38.9B
$4.02M 0.14%
5,439
+511
4 5
6
7 8