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
WCC icon
1576
WESCO International
WCC
$12.8B
$17.1K ﹤0.01%
81
+30
SNN icon
1577
Smith & Nephew
SNN
$13.8B
$17.1K ﹤0.01%
472
-67
LVS icon
1578
Las Vegas Sands
LVS
$44.3B
$17.1K ﹤0.01%
317
+9
XT icon
1579
iShares Future Exponential Technologies ETF
XT
$3.71B
$16.9K ﹤0.01%
235
+31
CRH icon
1580
CRH
CRH
$84.5B
$16.8K ﹤0.01%
140
-43
FFSM icon
1581
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$903M
$16.8K ﹤0.01%
574
IIPR icon
1582
Innovative Industrial Properties
IIPR
$1.6B
$16.6K ﹤0.01%
310
IGRO icon
1583
iShares International Dividend Growth ETF
IGRO
$1.12B
$16.6K ﹤0.01%
208
IAC icon
1584
IAC Inc
IAC
$3B
$16.5K ﹤0.01%
484
+236
PCG icon
1585
PG&E
PCG
$33.4B
$16.3K ﹤0.01%
1,084
-28
FNDA icon
1586
Schwab Fundamental US Small Company Index ETF
FNDA
$9.24B
$16.3K ﹤0.01%
524
BFS
1587
Saul Centers
BFS
$774M
$16.3K ﹤0.01%
512
CAPE icon
1588
DoubleLine Shiller CAPE US Equities ETF
CAPE
$331M
$16.3K ﹤0.01%
500
IBDU icon
1589
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.19B
$16.3K ﹤0.01%
+694
ENFR icon
1590
Alerian Energy Infrastructure ETF
ENFR
$327M
$16.3K ﹤0.01%
502
+6
IBDT icon
1591
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.31B
$16.2K ﹤0.01%
+635
BAX icon
1592
Baxter International
BAX
$9.87B
$16.1K ﹤0.01%
709
-362
JOET icon
1593
Virtus Terranova US Quality Momentum ETF
JOET
$242M
$16.1K ﹤0.01%
+375
JGLO icon
1594
JPMorgan Global Select Equity ETF
JGLO
$7.28B
$16.1K ﹤0.01%
237
+149
RF icon
1595
Regions Financial
RF
$24.4B
$16.1K ﹤0.01%
609
+18
HLI icon
1596
Houlihan Lokey
HLI
$12.6B
$16K ﹤0.01%
78
SEIC icon
1597
SEI Investments
SEIC
$10.2B
$16K ﹤0.01%
188
GPK icon
1598
Graphic Packaging
GPK
$4.52B
$15.9K ﹤0.01%
815
+619
ETY icon
1599
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.45B
$15.9K ﹤0.01%
1,000
FNF icon
1600
Fidelity National Financial
FNF
$15.6B
$15.7K ﹤0.01%
260
-261
62 63
64
65 66