SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
MCO icon
1626
Moody's
MCO
$94.6B
$14.5K ﹤0.01%
31
-62
TGTX icon
1627
TG Therapeutics
TGTX
$5.02B
$14.4K ﹤0.01%
400
SAIA icon
1628
Saia
SAIA
$9.6B
$14.4K ﹤0.01%
48
FCNCA icon
1629
First Citizens BancShares
FCNCA
$27.4B
$14.3K ﹤0.01%
8
+5
MHK icon
1630
Mohawk Industries
MHK
$7.74B
$14.3K ﹤0.01%
111
+2
PFG icon
1631
Principal Financial Group
PFG
$20.2B
$14.3K ﹤0.01%
172
-1,086
EOSEW
1632
DELISTED
Eos Energy Enterprises Warrant
EOSEW
$14.2K ﹤0.01%
+8,000
BBAX icon
1633
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.91B
$14.1K ﹤0.01%
251
NWSA icon
1634
News Corp Class A
NWSA
$14.9B
$14.1K ﹤0.01%
458
+263
AIS
1635
VistaShares Artificial Intelligence Supercycle ETF
AIS
$135M
$14.1K ﹤0.01%
400
HESM icon
1636
Hess Midstream
HESM
$4.51B
$14K ﹤0.01%
405
-12
EXPD icon
1637
Expeditors International
EXPD
$21.6B
$14K ﹤0.01%
114
-608
MSTY icon
1638
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.34B
$14K ﹤0.01%
200
+17
ENS icon
1639
EnerSys
ENS
$6.5B
$13.9K ﹤0.01%
123
+1
NVRI icon
1640
Enviri
NVRI
$1.53B
$13.8K ﹤0.01%
1,089
-1,000
SNX icon
1641
TD Synnex
SNX
$12.2B
$13.8K ﹤0.01%
84
+47
DEO icon
1642
Diageo
DEO
$50.7B
$13.7K ﹤0.01%
144
-27
NCLH icon
1643
Norwegian Cruise Line
NCLH
$9.48B
$13.7K ﹤0.01%
558
-29
BXP icon
1644
Boston Properties
BXP
$10.4B
$13.5K ﹤0.01%
182
+15
TARS icon
1645
Tarsus Pharmaceuticals
TARS
$3.02B
$13.5K ﹤0.01%
227
CLOI icon
1646
VanEck CLO ETF
CLOI
$1.33B
$13.2K ﹤0.01%
249
+194
RS icon
1647
Reliance Steel & Aluminium
RS
$17.2B
$13.2K ﹤0.01%
47
HMC icon
1648
Honda
HMC
$40.5B
$13.2K ﹤0.01%
428
-50
AME icon
1649
Ametek
AME
$51.1B
$13.2K ﹤0.01%
70
-2
USLM icon
1650
United States Lime & Minerals
USLM
$3.75B
$13.2K ﹤0.01%
+100
64 65
66
67 68