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
STCE icon
1601
Schwab Crypto Thematic ETF
STCE
$283M
$15.7K ﹤0.01%
+200
EIX icon
1602
Edison International
EIX
$22.4B
$15.7K ﹤0.01%
284
+7
CINF icon
1603
Cincinnati Financial
CINF
$25.8B
$15.7K ﹤0.01%
99
-506
SOBO
1604
South Bow Corp
SOBO
$5.68B
$15.6K ﹤0.01%
553
+339
SLDP icon
1605
Solid Power
SLDP
$976M
$15.6K ﹤0.01%
4,500
-5,000
SYSB
1606
iShares Systematic Bond ETF
SYSB
$677M
$15.6K ﹤0.01%
173
+2
HODL icon
1607
VanEck Bitcoin Trust
HODL
$1.67B
$15.5K ﹤0.01%
480
AMRX icon
1608
Amneal Pharmaceuticals
AMRX
$3.84B
$15.4K ﹤0.01%
1,535
VRIG icon
1609
Invesco Variable Rate Investment Grade ETF
VRIG
$1.29B
$15.3K ﹤0.01%
611
+7
DKS icon
1610
Dick's Sporting Goods
DKS
$19.3B
$15.3K ﹤0.01%
69
-1
SHYM
1611
iShares Short Duration High Yield Muni Active ETF
SHYM
$425M
$15.3K ﹤0.01%
686
-1,498
KD icon
1612
Kyndryl
KD
$6.13B
$15.3K ﹤0.01%
510
NBIX icon
1613
Neurocrine Biosciences
NBIX
$15.2B
$15.3K ﹤0.01%
109
-9
FOX icon
1614
Fox Class B
FOX
$28.3B
$15.3K ﹤0.01%
267
IBTG icon
1615
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.21B
$15.2K ﹤0.01%
+662
PRGO icon
1616
Perrigo
PRGO
$1.85B
$15.2K ﹤0.01%
682
+510
CCEP icon
1617
Coca-Cola Europacific Partners
CCEP
$40.4B
$15.1K ﹤0.01%
167
ICOP icon
1618
iShares Copper and Metals Mining ETF
ICOP
$122M
$15K ﹤0.01%
400
BCX icon
1619
BlackRock Resources & Commodities Strategy Trust
BCX
$832M
$15K ﹤0.01%
1,480
+31
FFTY icon
1620
Innovator IBD 50 ETF
FFTY
$85.8M
$14.9K ﹤0.01%
400
AVY icon
1621
Avery Dennison
AVY
$14.2B
$14.9K ﹤0.01%
92
-4
ACIW icon
1622
ACI Worldwide
ACIW
$4.93B
$14.8K ﹤0.01%
281
+13
SG icon
1623
Sweetgreen
SG
$858M
$14.6K ﹤0.01%
1,833
SFM icon
1624
Sprouts Farmers Market
SFM
$7.87B
$14.6K ﹤0.01%
134
-8,767
EURL icon
1625
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$35.5M
$14.6K ﹤0.01%
400
+100
63 64
65
66 67