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
EDC icon
1726
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$172M
$9.34K ﹤0.01%
171
VSTS icon
1727
Vestis
VSTS
$1.03B
$9.34K ﹤0.01%
1,400
-5,920
LUCK
1728
Lucky Strike Entertainment
LUCK
$1.17B
$9.32K ﹤0.01%
1,100
-3,470
PNW icon
1729
Pinnacle West Capital
PNW
$12.2B
$9.31K ﹤0.01%
105
+13
PEBO icon
1730
Peoples Bancorp
PEBO
$1.14B
$9.31K ﹤0.01%
310
-1,030
GOF icon
1731
Guggenheim Strategic Opportunities Fund
GOF
$2.42B
$9.3K ﹤0.01%
722
FLDR icon
1732
Fidelity Low Duration Bond Factor ETF
FLDR
$1.36B
$9.29K ﹤0.01%
185
+10
LPX icon
1733
Louisiana-Pacific
LPX
$5.51B
$9.29K ﹤0.01%
115
EPI icon
1734
WisdomTree India Earnings Fund ETF
EPI
$2.53B
$9.26K ﹤0.01%
200
PRDO icon
1735
Perdoceo Education
PRDO
$2.14B
$9.24K ﹤0.01%
315
-745
OSUR icon
1736
OraSure Technologies
OSUR
$225M
$9.2K ﹤0.01%
3,800
-11,310
CNX icon
1737
CNX Resources
CNX
$5.67B
$9.19K ﹤0.01%
250
IGBH icon
1738
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$174M
$9.15K ﹤0.01%
371
+4
ETO
1739
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$468M
$9.11K ﹤0.01%
300
VCLT icon
1740
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.68B
$9.1K ﹤0.01%
+120
SPDN icon
1741
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$254M
$9.09K ﹤0.01%
964
+8
JLL icon
1742
Jones Lang LaSalle
JLL
$13.8B
$9.09K ﹤0.01%
27
+16
PTLO icon
1743
Portillo's
PTLO
$363M
$9.08K ﹤0.01%
2,000
GTLS icon
1744
Chart Industries
GTLS
$9.9B
$9.07K ﹤0.01%
+44
XMLV icon
1745
Invesco S&P MidCap Low Volatility ETF
XMLV
$744M
$9.04K ﹤0.01%
145
IYG icon
1746
iShares US Financial Services ETF
IYG
$1.91B
$9.04K ﹤0.01%
98
GLRE icon
1747
Greenlight Captial
GLRE
$510M
$9.04K ﹤0.01%
620
-2,110
RGTI icon
1748
Rigetti Computing
RGTI
$5.64B
$8.95K ﹤0.01%
404
-1,471
CLMT icon
1749
Calumet Specialty Products
CLMT
$2.5B
$8.94K ﹤0.01%
450
CHRW icon
1750
C.H. Robinson
CHRW
$20.9B
$8.93K ﹤0.01%
56
-2
68 69
70
71 72