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

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
HYMB icon
1676
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.84B
$12.2K ﹤0.01%
489
+166
SCHE icon
1677
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
$12.2K ﹤0.01%
364
NUVL icon
1678
Nuvalent
NUVL
$8.21B
$12.1K ﹤0.01%
140
MSEX icon
1679
Middlesex Water
MSEX
$942M
$12.1K ﹤0.01%
223
-92
LGH icon
1680
HCM Defender 500 Index ETF
LGH
$589M
$12.1K ﹤0.01%
200
PAYC icon
1681
Paycom
PAYC
$8.99B
$12.1K ﹤0.01%
58
-348
TAK icon
1682
Takeda Pharmaceutical
TAK
$45.5B
$12K ﹤0.01%
821
-23
ODFL icon
1683
Old Dominion Freight Line
ODFL
$32.9B
$12K ﹤0.01%
85
-38
BOOT icon
1684
Boot Barn
BOOT
$6.06B
$11.9K ﹤0.01%
72
URA icon
1685
Global X Uranium ETF
URA
$5.67B
$11.9K ﹤0.01%
250
WH icon
1686
Wyndham Hotels & Resorts
WH
$5.55B
$11.9K ﹤0.01%
149
+1
OLLI icon
1687
Ollie's Bargain Outlet
OLLI
$6.9B
$11.8K ﹤0.01%
92
GOLF icon
1688
Acushnet Holdings
GOLF
$4.97B
$11.8K ﹤0.01%
150
BEP icon
1689
Brookfield Renewable
BEP
$8.06B
$11.8K ﹤0.01%
456
+5
GNL icon
1690
Global Net Lease
GNL
$1.81B
$11.8K ﹤0.01%
1,446
-1,840
AFL icon
1691
Aflac
AFL
$56.2B
$11.7K ﹤0.01%
105
-78
RGA icon
1692
Reinsurance Group of America
RGA
$13B
$11.7K ﹤0.01%
61
SANM icon
1693
Sanmina
SANM
$9.64B
$11.6K ﹤0.01%
101
+1
PRNT icon
1694
The 3D Printing ETF
PRNT
$75.5M
$11.6K ﹤0.01%
500
INCY icon
1695
Incyte
INCY
$18.7B
$11.6K ﹤0.01%
137
+5
IEO icon
1696
iShares US Oil & Gas Exploration & Production ETF
IEO
$449M
$11.6K ﹤0.01%
125
AER icon
1697
AerCap
AER
$23.8B
$11.6K ﹤0.01%
96
NNE
1698
Nano Nuclear Energy
NNE
$1.95B
$11.6K ﹤0.01%
300
TFSL icon
1699
TFS Financial
TFSL
$3.9B
$11.5K ﹤0.01%
873
+18
ILMN icon
1700
Illumina
ILMN
$20.6B
$11.5K ﹤0.01%
121
+115