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
EET icon
1751
ProShares Ultra MSCI Emerging Markets
EET
$51.7M
$8.9K ﹤0.01%
110
EWBC icon
1752
East-West Bancorp
EWBC
$14.8B
$8.88K ﹤0.01%
+79
DRIV icon
1753
Global X Autonomous & Electric Vehicles ETF
DRIV
$339M
$8.88K ﹤0.01%
300
SKT icon
1754
Tanger
SKT
$4.11B
$8.81K ﹤0.01%
264
VWOB icon
1755
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.05B
$8.77K ﹤0.01%
+130
XTL icon
1756
State Street SPDR S&P Telecom ETF
XTL
$311M
$8.73K ﹤0.01%
57
QAI icon
1757
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$768M
$8.71K ﹤0.01%
260
ISD
1758
PGIM High Yield Bond Fund
ISD
$465M
$8.68K ﹤0.01%
600
STNG icon
1759
Scorpio Tankers
STNG
$3.9B
$8.68K ﹤0.01%
171
-525
HCSG icon
1760
Healthcare Services Group
HCSG
$1.42B
$8.62K ﹤0.01%
+451
AMBP icon
1761
Ardagh Metal Packaging
AMBP
$2.61B
$8.61K ﹤0.01%
2,100
-11,100
NBTB icon
1762
NBT Bancorp
NBTB
$2.17B
$8.58K ﹤0.01%
207
+2
AWF
1763
AllianceBernstein Global High Income Fund
AWF
$875M
$8.55K ﹤0.01%
800
NATL icon
1764
NCR Atleos
NATL
$3.28B
$8.54K ﹤0.01%
224
ASLE icon
1765
AerSale
ASLE
$304M
$8.53K ﹤0.01%
1,200
-3,035
NML
1766
Neuberger Energy Infrastructure and Income Fund Inc
NML
$567M
$8.5K ﹤0.01%
1,000
-3,260
HIO
1767
Western Asset High Income Opportunity Fund
HIO
$352M
$8.49K ﹤0.01%
2,290
-497
VIGI icon
1768
Vanguard International Dividend Appreciation ETF
VIGI
$8.78B
$8.47K ﹤0.01%
93
+1
CP icon
1769
Canadian Pacific Kansas City
CP
$75.4B
$8.47K ﹤0.01%
115
-242
HUBS icon
1770
HubSpot
HUBS
$14.2B
$8.43K ﹤0.01%
21
-7
JETS icon
1771
US Global Jets ETF
JETS
$654M
$8.42K ﹤0.01%
300
HODL icon
1772
VanEck Bitcoin Trust
HODL
$1.29B
$8.41K ﹤0.01%
340
-140
CGIC
1773
Capital Group International Core Equity ETF
CGIC
$1.45B
$8.24K ﹤0.01%
253
+1
PSCH icon
1774
Invesco S&P SmallCap Health Care ETF
PSCH
$133M
$8.22K ﹤0.01%
187
DJT icon
1775
Trump Media & Technology Group
DJT
$2.84B
$8.21K ﹤0.01%
620
69 70
71
72 73