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
DRN icon
1551
Direxion Daily Real Estate Bull 3X ETF
DRN
$52.6M
$16.5K ﹤0.01%
1,938
+11
FNDA icon
1552
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$16.5K ﹤0.01%
524
PDX
1553
PIMCO Dynamic Income Strategy Fund
PDX
$910M
$16.4K ﹤0.01%
875
-6,009
WCC icon
1554
WESCO International
WCC
$13B
$16.4K ﹤0.01%
67
-14
AVAH icon
1555
Aveanna Healthcare
AVAH
$1.46B
$16.3K ﹤0.01%
2,000
HIMS icon
1556
Hims & Hers Health
HIMS
$5.94B
$16.3K ﹤0.01%
503
+1
AVTR icon
1557
Avantor
AVTR
$5.74B
$16.3K ﹤0.01%
1,423
-3,174
CINF icon
1558
Cincinnati Financial
CINF
$25.5B
$16.2K ﹤0.01%
99
GGG icon
1559
Graco
GGG
$14.5B
$16.1K ﹤0.01%
197
-115
BFS
1560
Saul Centers
BFS
$821M
$16.1K ﹤0.01%
512
CAPE icon
1561
DoubleLine Shiller CAPE US Equities ETF
CAPE
$271M
$16.1K ﹤0.01%
500
SE icon
1562
Sea Limited
SE
$51.7B
$16.1K ﹤0.01%
126
-2,636
GRMN icon
1563
Garmin
GRMN
$45.4B
$16.1K ﹤0.01%
79
+64
ENFR icon
1564
Alerian Energy Infrastructure ETF
ENFR
$405M
$16K ﹤0.01%
508
+6
JGLO icon
1565
JPMorgan Global Select Equity ETF
JGLO
$6.81B
$16K ﹤0.01%
236
-1
CALM icon
1566
Cal-Maine
CALM
$4.2B
$15.9K ﹤0.01%
200
+100
LYB icon
1567
LyondellBasell Industries
LYB
$21.7B
$15.9K ﹤0.01%
367
-338
DOCS icon
1568
Doximity
DOCS
$4.54B
$15.8K ﹤0.01%
357
-306
JOET icon
1569
Virtus Terranova US Quality Momentum ETF
JOET
$231M
$15.8K ﹤0.01%
375
VRIG icon
1570
Invesco Variable Rate Investment Grade ETF
VRIG
$1.43B
$15.5K ﹤0.01%
619
+8
SNN icon
1571
Smith & Nephew
SNN
$14.1B
$15.5K ﹤0.01%
472
FER icon
1572
Ferrovial SE
FER
$47.2B
$15.4K ﹤0.01%
+239
SEIC icon
1573
SEI Investments
SEIC
$9.74B
$15.4K ﹤0.01%
188
ETY icon
1574
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.31B
$15.3K ﹤0.01%
1,000
EVER icon
1575
EverQuote
EVER
$571M
$15.3K ﹤0.01%
567
+490
61 62
63
64 65