SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
GRFS icon
1701
Grifois
GRFS
$5.46B
$9.92K ﹤0.01%
1,061
JTEK icon
1702
JPMorgan US Tech Leaders ETF
JTEK
$3.23B
$9.91K ﹤0.01%
110
IONS icon
1703
Ionis Pharmaceuticals
IONS
$12.5B
$9.89K ﹤0.01%
125
PEGA icon
1704
Pegasystems
PEGA
$7.51B
$9.86K ﹤0.01%
165
-394
IWMI
1705
NEOS Russell 2000 High Income ETF
IWMI
$661M
$9.85K ﹤0.01%
+202
VIV icon
1706
Telefônica Brasil
VIV
$25.7B
$9.83K ﹤0.01%
829
+52
CGDG icon
1707
Capital Group Dividend Growers ETF
CGDG
$4.57B
$9.77K ﹤0.01%
274
+3
RPV icon
1708
Invesco S&P 500 Pure Value ETF
RPV
$1.7B
$9.73K ﹤0.01%
94
BTO
1709
John Hancock Financial Opportunities Fund
BTO
$684M
$9.72K ﹤0.01%
277
BIPC icon
1710
Brookfield Infrastructure
BIPC
$5.6B
$9.72K ﹤0.01%
214
MAGA icon
1711
Point Bridge America First ETF
MAGA
$31M
$9.71K ﹤0.01%
189
XPEL icon
1712
XPEL
XPEL
$1.08B
$9.68K ﹤0.01%
194
MSTX
1713
Defiance Daily Target 2x Long MSTR ETF
MSTX
$291M
$9.63K ﹤0.01%
2,500
+2,100
BME icon
1714
BlackRock Health Sciences Trust
BME
$526M
$9.62K ﹤0.01%
234
+46
DFAX icon
1715
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.9B
$9.62K ﹤0.01%
294
AIR icon
1716
AAR Corp
AIR
$4.27B
$9.6K ﹤0.01%
116
FLRN icon
1717
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.74B
$9.56K ﹤0.01%
311
GRAL
1718
GRAIL Inc
GRAL
$1.92B
$9.5K ﹤0.01%
111
-15
FTGC icon
1719
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.35B
$9.49K ﹤0.01%
409
-323
GAMR icon
1720
Amplify Video Game Tech ETF
GAMR
$37.3M
$9.46K ﹤0.01%
104
AVXL icon
1721
Anavex Life Sciences
AVXL
$426M
$9.42K ﹤0.01%
2,645
BHC icon
1722
Bausch Health
BHC
$1.99B
$9.4K ﹤0.01%
1,353
-3,740
ALGN icon
1723
Align Technology
ALGN
$12.2B
$9.37K ﹤0.01%
60
-23
LYFT icon
1724
Lyft
LYFT
$5.31B
$9.36K ﹤0.01%
483
-767
ORI icon
1725
Old Republic International
ORI
$9.96B
$9.36K ﹤0.01%
205
67 68
69
70 71