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
BOC icon
1526
Boston Omaha
BOC
$429M
$20.3K ﹤0.01%
1,550
UHAL.B icon
1527
U-Haul Holding Co Series N
UHAL.B
$9.45B
$20.2K ﹤0.01%
397
+154
WBS icon
1528
Webster Financial
WBS
$10.3B
$20.1K ﹤0.01%
339
ACGL icon
1529
Arch Capital
ACGL
$34B
$20.1K ﹤0.01%
222
-1
LEA icon
1530
Lear
LEA
$5.89B
$20.1K ﹤0.01%
200
DGRW icon
1531
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$20.1K ﹤0.01%
226
FNDE icon
1532
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.76B
$20K ﹤0.01%
554
GDS icon
1533
GDS Holdings
GDS
$6.96B
$20K ﹤0.01%
517
+49
LEN icon
1534
Lennar Class A
LEN
$29.3B
$19.9K ﹤0.01%
158
-126
XLB icon
1535
State Street Materials Select Sector SPDR ETF
XLB
$2.56B
$19.9K ﹤0.01%
222
-15,165
FVAL icon
1536
Fidelity Value Factor ETF
FVAL
$1.12B
$19.6K ﹤0.01%
284
+242
DOX icon
1537
Amdocs
DOX
$8.63B
$19.5K ﹤0.01%
238
+38
FDS icon
1538
Factset
FDS
$11B
$19.5K ﹤0.01%
68
+2
BSAC icon
1539
Banco Santander Chile
BSAC
$14.6B
$19.3K ﹤0.01%
+730
SSD icon
1540
Simpson Manufacturing
SSD
$7.03B
$19.3K ﹤0.01%
115
+1
AOM icon
1541
iShares Core Moderate Allocation ETF
AOM
$1.63B
$19.3K ﹤0.01%
405
-22
XHR
1542
Xenia Hotels & Resorts
XHR
$1.39B
$19.1K ﹤0.01%
1,389
-348
CMA icon
1543
Comerica
CMA
$11.4B
$19K ﹤0.01%
277
FTGC icon
1544
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.17B
$18.9K ﹤0.01%
732
-233
OSCR icon
1545
Oscar Health
OSCR
$4.7B
$18.9K ﹤0.01%
1,000
+50
AVAV icon
1546
AeroVironment
AVAV
$12B
$18.9K ﹤0.01%
+60
DRN icon
1547
Direxion Daily Real Estate Bull 3X Shares
DRN
$54.6M
$18.9K ﹤0.01%
1,927
+25
XVV icon
1548
iShares ESG Screened S&P 500 ETF
XVV
$486M
$18.8K ﹤0.01%
365
FUTY icon
1549
Fidelity MSCI Utilities Index ETF
FUTY
$2.13B
$18.8K ﹤0.01%
332
+2
BYRN icon
1550
Byrna Technologies
BYRN
$430M
$18.5K ﹤0.01%
836
+286
60 61
62
63 64