SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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
+$7.19M
2
+$6.6M
3
+$6.12M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.69M
5
CTSH icon
Cognizant
CTSH
+$5.43M

Top Sells

1
+$46.4M
2
+$7.91M
3
+$7.15M
4
MELI icon
Mercado Libre
MELI
+$5.55M
5
VEEV icon
Veeva Systems
VEEV
+$5.44M

Sector Composition

1 Technology 17.66%
2 Financials 5.28%
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
Z icon
1476
Zillow
Z
$10.8B
$20.5K ﹤0.01%
300
BEP icon
1477
Brookfield Renewable
BEP
$9.52B
$20.5K ﹤0.01%
758
+302
HR icon
1478
Healthcare Realty
HR
$6.38B
$20.4K ﹤0.01%
1,205
NVDL icon
1479
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.41B
$20.2K ﹤0.01%
230
-845
DGRW icon
1480
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.8B
$20.2K ﹤0.01%
226
SON icon
1481
Sonoco
SON
$5.24B
$20.2K ﹤0.01%
462
-1,438
EMBJ
1482
Embraer S.A. ADS
EMBJ
$11.8B
$20.1K ﹤0.01%
313
-95
COKE icon
1483
Coca-Cola Consolidated
COKE
$13.9B
$20.1K ﹤0.01%
131
-120
PIPR icon
1484
Piper Sandler
PIPR
$5.17B
$20.1K ﹤0.01%
59
BRBR icon
1485
BellRing Brands
BRBR
$2.07B
$20K ﹤0.01%
750
-3
DOX icon
1486
Amdocs
DOX
$7.2B
$19.9K ﹤0.01%
247
+9
ALC icon
1487
Alcon
ALC
$39.4B
$19.8K ﹤0.01%
251
-139
MOS icon
1488
The Mosaic Company
MOS
$9.26B
$19.8K ﹤0.01%
820
+324
OCSL icon
1489
Oaktree Specialty Lending
OCSL
$997M
$19.7K ﹤0.01%
1,550
-4,460
JGRO icon
1490
JPMorgan Active Growth ETF
JGRO
$8.41B
$19.7K ﹤0.01%
212
+27
CLX icon
1491
Clorox
CLX
$13.6B
$19.6K ﹤0.01%
194
+6
NVRI icon
1492
Enviri
NVRI
$1.46B
$19.5K ﹤0.01%
1,089
BIP icon
1493
Brookfield Infrastructure Partners
BIP
$18B
$19.4K ﹤0.01%
558
+7
AOM icon
1494
iShares Core Moderate Allocation ETF
AOM
$1.68B
$19.3K ﹤0.01%
405
SWKS icon
1495
Skyworks Solutions
SWKS
$8.32B
$19.3K ﹤0.01%
304
-96
CPB icon
1496
Campbell Soup
CPB
$6.84B
$19.3K ﹤0.01%
691
+378
XVV icon
1497
iShares ESG Screened S&P 500 ETF
XVV
$641M
$19.2K ﹤0.01%
365
MARA icon
1498
Marathon Digital Holdings
MARA
$3.25B
$19.1K ﹤0.01%
2,130
LBTYA icon
1499
Liberty Global Class A
LBTYA
$4.09B
$19.1K ﹤0.01%
1,714
-2,740
BBCA icon
1500
JPMorgan BetaBuilders Canada ETF
BBCA
$10.3B
$19.1K ﹤0.01%
205
58 59
60
61 62