SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
SANM icon
1576
Sanmina
SANM
$10.5B
$15.2K ﹤0.01%
101
AIS
1577
VistaShares Artificial Intelligence Supercycle ETF
AIS
$293M
$15.1K ﹤0.01%
400
AFL icon
1578
Aflac
AFL
$59.1B
$15.1K ﹤0.01%
137
+32
GWRE icon
1579
Guidewire Software
GWRE
$11.8B
$15.1K ﹤0.01%
75
-99
PRGO icon
1580
Perrigo
PRGO
$1.63B
$15.1K ﹤0.01%
1,083
+401
EIX icon
1581
Edison International
EIX
$26.5B
$15.1K ﹤0.01%
251
-33
EPRT icon
1582
Essential Properties Realty Trust
EPRT
$6.79B
$15K ﹤0.01%
+506
DINO icon
1583
HF Sinclair
DINO
$10.9B
$14.9K ﹤0.01%
324
-88
GMAB icon
1584
Genmab
GMAB
$16.5B
$14.9K ﹤0.01%
+484
ATRO icon
1585
Astronics
ATRO
$2.63B
$14.8K ﹤0.01%
+273
AVY icon
1586
Avery Dennison
AVY
$12.7B
$14.8K ﹤0.01%
81
-11
CNNE icon
1587
Cannae Holdings
CNNE
$613M
$14.8K ﹤0.01%
940
-2,920
LVS icon
1588
Las Vegas Sands
LVS
$35B
$14.7K ﹤0.01%
226
-91
NUTX
1589
Nutex Health
NUTX
$754M
$14.7K ﹤0.01%
+89
DLTR icon
1590
Dollar Tree
DLTR
$20.5B
$14.6K ﹤0.01%
119
+19
EQIX icon
1591
Equinix
EQIX
$109B
$14.6K ﹤0.01%
19
-102
BF.B icon
1592
Brown-Forman Class B
BF.B
$13B
$14.6K ﹤0.01%
559
+314
UPWK icon
1593
Upwork
UPWK
$1.39B
$14.5K ﹤0.01%
+734
GCT icon
1594
GigaCloud Technology
GCT
$1.71B
$14.5K ﹤0.01%
370
+220
FPH icon
1595
Five Point Holdings
FPH
$365M
$14.5K ﹤0.01%
2,600
-8,200
HG icon
1596
Hamilton Insurance Group
HG
$3.25B
$14.5K ﹤0.01%
520
-1,725
FNF icon
1597
Fidelity National Financial
FNF
$14.2B
$14.5K ﹤0.01%
265
+5
PKOH icon
1598
Park-Ohio Holdings
PKOH
$410M
$14.4K ﹤0.01%
690
-2,032
PAG icon
1599
Penske Automotive Group
PAG
$10.5B
$14.4K ﹤0.01%
91
-262
OSCR icon
1600
Oscar Health
OSCR
$5.06B
$14.4K ﹤0.01%
1,000
62 63
64
65 66