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
$2.94B
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
AVXL icon
1476
Anavex Life Sciences
AVXL
$474M
$23.5K ﹤0.01%
2,645
TXT icon
1477
Textron
TXT
$16.9B
$23.5K ﹤0.01%
278
-2
FFEB icon
1478
FT Vest US Equity Buffer ETF February
FFEB
$1.11B
$23.4K ﹤0.01%
425
BAM icon
1479
Brookfield Asset Management
BAM
$83.2B
$23.4K ﹤0.01%
411
NZF icon
1480
Nuveen Municipal Credit Income Fund
NZF
$2.38B
$23.4K ﹤0.01%
1,860
STLD icon
1481
Steel Dynamics
STLD
$26.1B
$23.3K ﹤0.01%
167
-49
BIIB icon
1482
Biogen
BIIB
$25.5B
$23.3K ﹤0.01%
166
+18
CLX icon
1483
Clorox
CLX
$13.7B
$23.1K ﹤0.01%
188
-32
Z icon
1484
Zillow
Z
$16.6B
$23.1K ﹤0.01%
300
-3,440
KRG icon
1485
Kite Realty
KRG
$5.04B
$23.1K ﹤0.01%
1,035
VTEI icon
1486
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.15B
$23.1K ﹤0.01%
230
RSPU icon
1487
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$508M
$23K ﹤0.01%
300
EOSE icon
1488
Eos Energy Enterprises
EOSE
$5.91B
$22.8K ﹤0.01%
2,000
+800
PGC icon
1489
Peapack-Gladstone Financial
PGC
$547M
$22.7K ﹤0.01%
821
MGM icon
1490
MGM Resorts International
MGM
$9.41B
$22.4K ﹤0.01%
647
-237
PBA icon
1491
Pembina Pipeline
PBA
$23.1B
$22.3K ﹤0.01%
551
+3
ANDE icon
1492
Andersons Inc
ANDE
$2.04B
$22.3K ﹤0.01%
560
SLYV icon
1493
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.47B
$22.3K ﹤0.01%
251
-30
CHWY icon
1494
Chewy
CHWY
$13.5B
$22.2K ﹤0.01%
549
-14,262
XRX icon
1495
Xerox
XRX
$294M
$22.1K ﹤0.01%
5,883
LNTH icon
1496
Lantheus
LNTH
$4.45B
$22.1K ﹤0.01%
430
-1
MOO icon
1497
VanEck Agribusiness ETF
MOO
$651M
$22K ﹤0.01%
300
ZBRA icon
1498
Zebra Technologies
ZBRA
$12.5B
$22K ﹤0.01%
74
-1
TEM
1499
Tempus AI
TEM
$12.2B
$21.9K ﹤0.01%
271
-1,170
RIVN icon
1500
Rivian
RIVN
$20B
$21.8K ﹤0.01%
1,486
-5,558
58 59
60
61 62