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

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
$2.97B
$12.2K ﹤0.01%
489
+166
SCHE icon
1677
Schwab Emerging Markets Equity ETF
SCHE
$12.1B
$12.2K ﹤0.01%
364
NUVL icon
1678
Nuvalent
NUVL
$8.7B
$12.1K ﹤0.01%
140
MSEX icon
1679
Middlesex Water
MSEX
$981M
$12.1K ﹤0.01%
223
-92
LGH icon
1680
HCM Defender 500 Index ETF
LGH
$583M
$12.1K ﹤0.01%
200
PAYC icon
1681
Paycom
PAYC
$8.38B
$12.1K ﹤0.01%
58
-348
TAK icon
1682
Takeda Pharmaceutical
TAK
$50.4B
$12K ﹤0.01%
821
-23
ODFL icon
1683
Old Dominion Freight Line
ODFL
$37.3B
$12K ﹤0.01%
85
-38
BOOT icon
1684
Boot Barn
BOOT
$5.75B
$11.9K ﹤0.01%
72
URA icon
1685
Global X Uranium ETF
URA
$7.24B
$11.9K ﹤0.01%
250
WH icon
1686
Wyndham Hotels & Resorts
WH
$5.91B
$11.9K ﹤0.01%
149
+1
OLLI icon
1687
Ollie's Bargain Outlet
OLLI
$6.86B
$11.8K ﹤0.01%
92
GOLF icon
1688
Acushnet Holdings
GOLF
$5.46B
$11.8K ﹤0.01%
150
BEP icon
1689
Brookfield Renewable
BEP
$8.61B
$11.8K ﹤0.01%
456
+5
GNL icon
1690
Global Net Lease
GNL
$2.07B
$11.8K ﹤0.01%
1,446
-1,840
AFL icon
1691
Aflac
AFL
$56.8B
$11.7K ﹤0.01%
105
-78
RGA icon
1692
Reinsurance Group of America
RGA
$12.9B
$11.7K ﹤0.01%
61
SANM icon
1693
Sanmina
SANM
$9.79B
$11.6K ﹤0.01%
101
+1
PRNT icon
1694
The 3D Printing ETF
PRNT
$74M
$11.6K ﹤0.01%
500
INCY icon
1695
Incyte
INCY
$20.6B
$11.6K ﹤0.01%
137
+5
IEO icon
1696
iShares US Oil & Gas Exploration & Production ETF
IEO
$428M
$11.6K ﹤0.01%
125
AER icon
1697
AerCap
AER
$24.5B
$11.6K ﹤0.01%
96
NNE
1698
Nano Nuclear Energy
NNE
$1.82B
$11.6K ﹤0.01%
300
TFSL icon
1699
TFS Financial
TFSL
$4.07B
$11.5K ﹤0.01%
873
+18
ILMN icon
1700
Illumina
ILMN
$23.5B
$11.5K ﹤0.01%
121
+115