SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,434
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.5M
3
+$8.64M
4
LRCX icon
Lam Research
LRCX
+$6.09M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.41M

Top Sells

1
+$7.52M
2
+$7.43M
3
+$6.64M
4
SHOP icon
Shopify
SHOP
+$6.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M

Sector Composition

1 Technology 16.61%
2 Communication Services 4.66%
3 Consumer Discretionary 4.53%
4 Financials 4.29%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALB icon
151
Albemarle
ALB
$22.8B
$3.92M 0.13%
21,830
+21,265
VXF icon
152
Vanguard Extended Market ETF
VXF
$28.2B
$3.92M 0.13%
19,024
+1,449
TJX icon
153
TJX Companies
TJX
$176B
$3.91M 0.13%
24,468
+2,945
EEM icon
154
iShares MSCI Emerging Markets ETF
EEM
$27.6B
$3.9M 0.13%
68,666
+4,923
GLW icon
155
Corning
GLW
$146B
$3.89M 0.13%
28,617
+2,925
DISV icon
156
Dimensional International Small Cap Value ETF
DISV
$4.58B
$3.88M 0.13%
98,492
+1,172
HCA icon
157
HCA Healthcare
HCA
$105B
$3.85M 0.13%
8,138
-419
BIV icon
158
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$3.85M 0.13%
49,874
-16,694
DFIS icon
159
Dimensional International Small Cap ETF
DFIS
$5.56B
$3.84M 0.13%
114,069
+2,209
NEE icon
160
NextEra Energy
NEE
$201B
$3.8M 0.13%
40,936
+6,133
CSCO icon
161
Cisco
CSCO
$350B
$3.78M 0.13%
48,702
+1,195
STX icon
162
Seagate
STX
$132B
$3.74M 0.13%
9,554
+8,278
IWR icon
163
iShares Russell Mid-Cap ETF
IWR
$52.1B
$3.56M 0.12%
36,609
-170
CGGR icon
164
Capital Group Growth ETF
CGGR
$21.9B
$3.5M 0.12%
87,133
+8,233
VWO icon
165
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$3.43M 0.12%
63,457
-113,001
MRVL icon
166
Marvell Technology
MRVL
$145B
$3.39M 0.12%
34,258
+25,253
PVAL icon
167
Putnam Focused Large Cap Value ETF
PVAL
$9.65B
$3.38M 0.12%
72,860
+5,461
TPL icon
168
Texas Pacific Land
TPL
$30.2B
$3.36M 0.11%
7,070
+7,067
UJAN icon
169
Innovator US Equity Ultra Buffer ETF January
UJAN
$322M
$3.28M 0.11%
77,062
+37,047
JNJ icon
170
Johnson & Johnson
JNJ
$556B
$3.26M 0.11%
13,327
+501
FBTC icon
171
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
$3.23M 0.11%
54,686
+640
SLV icon
172
iShares Silver Trust
SLV
$38.7B
$3.2M 0.11%
46,988
+23,039
UOCT icon
173
Innovator US Equity Ultra Buffer ETF October
UOCT
$243M
$3.14M 0.11%
82,198
-4,670
VEU icon
174
Vanguard FTSE All-World ex-US ETF
VEU
$62.9B
$3.14M 0.11%
41,853
-107
BKLN icon
175
Invesco Senior Loan ETF
BKLN
$6.51B
$3.14M 0.11%
153,694
+410
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