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

Top Sells

1
+$66.4M
2
+$22.9M
3
+$16.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

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
WWD icon
1726
Woodward
WWD
$17.4B
$10.6K ﹤0.01%
42
GXO icon
1727
GXO Logistics
GXO
$6.11B
$10.6K ﹤0.01%
200
GRFS icon
1728
Grifois
GRFS
$6.09B
$10.6K ﹤0.01%
1,061
RMBS icon
1729
Rambus
RMBS
$11.5B
$10.5K ﹤0.01%
101
+1
WYNN icon
1730
Wynn Resorts
WYNN
$12.9B
$10.5K ﹤0.01%
82
EXE
1731
Expand Energy Corp
EXE
$27.8B
$10.5K ﹤0.01%
99
+52
OABI icon
1732
OmniAb
OABI
$288M
$10.4K ﹤0.01%
6,510
EPAM icon
1733
EPAM Systems
EPAM
$11.7B
$10.4K ﹤0.01%
69
+65
AIR icon
1734
AAR Corp
AIR
$3.25B
$10.4K ﹤0.01%
116
ALGN icon
1735
Align Technology
ALGN
$11.8B
$10.4K ﹤0.01%
83
+12
KOD icon
1736
Kodiak Sciences
KOD
$1.3B
$10.4K ﹤0.01%
+633
DPZ icon
1737
Domino's
DPZ
$14.2B
$10.4K ﹤0.01%
24
-27
FENY icon
1738
Fidelity MSCI Energy Index ETF
FENY
$1.33B
$10.3K ﹤0.01%
417
+121
SNAP icon
1739
Snap
SNAP
$13.1B
$10.2K ﹤0.01%
1,326
-270
LPX icon
1740
Louisiana-Pacific
LPX
$6.07B
$10.2K ﹤0.01%
115
-136
DJT icon
1741
Trump Media & Technology Group
DJT
$3.05B
$10.2K ﹤0.01%
620
-28,430
BTZ icon
1742
BlackRock Credit Allocation Income Trust
BTZ
$1.01B
$10.2K ﹤0.01%
919
+636
JTEK icon
1743
JPMorgan US Tech Leaders ETF
JTEK
$3.18B
$10.1K ﹤0.01%
110
CLVT icon
1744
Clarivate
CLVT
$2.35B
$10.1K ﹤0.01%
2,640
+1,925
GAMR icon
1745
Amplify Video Game Tech ETF
GAMR
$45.5M
$10.1K ﹤0.01%
104
MUE icon
1746
BlackRock MuniHoldings Quality Fund II
MUE
$220M
$10.1K ﹤0.01%
1,000
VTEC icon
1747
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.53B
$9.98K ﹤0.01%
100
+80
BTO
1748
John Hancock Financial Opportunities Fund
BTO
$722M
$9.97K ﹤0.01%
277
HUSV icon
1749
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$91.2M
$9.96K ﹤0.01%
250
MAGA icon
1750
Point Bridge America First ETF
MAGA
$30.4M
$9.93K ﹤0.01%
189
68 69
70
71 72