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
ALGM icon
1726
Allegro MicroSystems
ALGM
$8.08B
$7.35K ﹤0.01%
233
WTS icon
1727
Watts Water Technologies
WTS
$10.1B
$7.26K ﹤0.01%
25
OII icon
1728
Oceaneering
OII
$3.79B
$7.2K ﹤0.01%
203
-364
H icon
1729
Hyatt Hotels
H
$15.5B
$7.19K ﹤0.01%
50
MTG icon
1730
MGIC Investment
MTG
$6.18B
$7.12K ﹤0.01%
271
+172
BST icon
1731
BlackRock Science and Technology Trust
BST
$1.43B
$7.12K ﹤0.01%
196
+4
WYNN icon
1732
Wynn Resorts
WYNN
$11B
$7.11K ﹤0.01%
70
+5
EWT icon
1733
iShares MSCI Taiwan ETF
EWT
$8.85B
$7.09K ﹤0.01%
+100
RGTI icon
1734
Rigetti Computing
RGTI
$5.6B
$7.08K ﹤0.01%
504
+100
ETV
1735
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.68B
$7.07K ﹤0.01%
517
FNCL icon
1736
Fidelity MSCI Financials Index ETF
FNCL
$2.28B
$7.02K ﹤0.01%
100
STM icon
1737
STMicroelectronics
STM
$44.2B
$6.99K ﹤0.01%
202
-7
MFG icon
1738
Mizuho Financial
MFG
$99B
$6.99K ﹤0.01%
880
-113
KD icon
1739
Kyndryl
KD
$3.03B
$6.97K ﹤0.01%
531
-291
MASI icon
1740
Masimo
MASI
$9.36B
$6.94K ﹤0.01%
39
LOUP icon
1741
Innovator Deepwater Frontier Tech ETF
LOUP
$182M
$6.88K ﹤0.01%
100
EPS icon
1742
WisdomTree US LargeCap Fund
EPS
$1.47B
$6.81K ﹤0.01%
100
GCT icon
1743
GigaCloud Technology
GCT
$1.74B
$6.81K ﹤0.01%
150
-220
TECH icon
1744
Bio-Techne
TECH
$8.17B
$6.79K ﹤0.01%
130
-4
IGLB icon
1745
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$6.75K ﹤0.01%
136
MSGS icon
1746
Madison Square Garden
MSGS
$7.98B
$6.75K ﹤0.01%
+21
DINO icon
1747
HF Sinclair
DINO
$10.7B
$6.74K ﹤0.01%
108
-216
HOLX
1748
DELISTED
Hologic
HOLX
$6.73K ﹤0.01%
89
+4
ARKG icon
1749
ARK Genomic Revolution ETF
ARKG
$1.18B
$6.68K ﹤0.01%
253
KJUL icon
1750
Innovator US Small Cap Power Buffer ETF July
KJUL
$134M
$6.68K ﹤0.01%
208
68 69
70
71 72