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
DXC icon
1751
DXC Technology
DXC
$2.02B
$6.67K ﹤0.01%
531
+208
PEGA icon
1752
Pegasystems
PEGA
$5.91B
$6.64K ﹤0.01%
156
-9
AU icon
1753
AngloGold Ashanti
AU
$48.9B
$6.62K ﹤0.01%
68
MSEX icon
1754
Middlesex Water
MSEX
$1.01B
$6.6K ﹤0.01%
127
+1
AEVA
1755
Aeva Technologies
AEVA
$975M
$6.58K ﹤0.01%
+500
HDUS
1756
Hartford Disciplined US Equity ETF
HDUS
$177M
$6.56K ﹤0.01%
104
FDP icon
1757
Fresh Del Monte Produce
FDP
$2B
$6.56K ﹤0.01%
163
-3
NVEC icon
1758
NVE Corp
NVEC
$379M
$6.55K ﹤0.01%
100
PFFV icon
1759
Global X Variable Rate Preferred ETF
PFFV
$299M
$6.55K ﹤0.01%
300
FDLO icon
1760
Fidelity Low Volatility Factor ETF
FDLO
$1.41B
$6.54K ﹤0.01%
101
ECON icon
1761
Columbia Emerging Markets Consumer ETF
ECON
$329M
$6.52K ﹤0.01%
227
HODL icon
1762
VanEck Bitcoin Trust
HODL
$1.43B
$6.51K ﹤0.01%
340
LYFT icon
1763
Lyft
LYFT
$5.36B
$6.5K ﹤0.01%
489
+6
PSN icon
1764
Parsons
PSN
$5.55B
$6.45K ﹤0.01%
119
AGI icon
1765
Alamos Gold
AGI
$18.5B
$6.4K ﹤0.01%
144
-1,261
ALCO icon
1766
Alico
ALCO
$319M
$6.39K ﹤0.01%
+155
UUUU icon
1767
Energy Fuels
UUUU
$5.44B
$6.39K ﹤0.01%
350
+200
IPAR icon
1768
Interparfums
IPAR
$2.92B
$6.36K ﹤0.01%
70
+1
DBA icon
1769
Invesco DB Agriculture Fund
DBA
$987M
$6.36K ﹤0.01%
233
TTAN
1770
ServiceTitan Inc
TTAN
$5.8B
$6.35K ﹤0.01%
+100
IVZ icon
1771
Invesco
IVZ
$11.3B
$6.34K ﹤0.01%
261
-20
AES icon
1772
AES
AES
$10.3B
$6.3K ﹤0.01%
447
+7
RGNX icon
1773
Regenxbio
RGNX
$464M
$6.29K ﹤0.01%
750
+250
POOL icon
1774
Pool Corp
POOL
$8.39B
$6.27K ﹤0.01%
31
-4
FTGC icon
1775
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.61B
$6.27K ﹤0.01%
218
-191
69 70
71
72 73