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
VIV icon
1751
Telefônica Brasil
VIV
$19.6B
$9.91K ﹤0.01%
777
CPB icon
1752
Campbell Soup
CPB
$8.48B
$9.88K ﹤0.01%
313
+22
HQH
1753
abrdn Healthcare Investors
HQH
$1.05B
$9.88K ﹤0.01%
535
PSN icon
1754
Parsons
PSN
$7.02B
$9.87K ﹤0.01%
119
GIB icon
1755
CGI
GIB
$19.8B
$9.82K ﹤0.01%
110
BIO icon
1756
Bio-Rad Laboratories Class A
BIO
$8.5B
$9.81K ﹤0.01%
35
+13
OVV icon
1757
Ovintiv
OVV
$10.6B
$9.77K ﹤0.01%
242
DVOL icon
1758
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$81.3M
$9.75K ﹤0.01%
275
PL icon
1759
Planet Labs
PL
$5.38B
$9.73K ﹤0.01%
+750
YINN icon
1760
Direxion Daily FTSE China Bull 3X Shares
YINN
$834M
$9.7K ﹤0.01%
179
+166
QQQX icon
1761
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.39B
$9.67K ﹤0.01%
352
GLOF icon
1762
iShares Global Equity Factor ETF
GLOF
$155M
$9.65K ﹤0.01%
+187
FLRN icon
1763
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.66B
$9.6K ﹤0.01%
311
SPTL icon
1764
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$9.59K ﹤0.01%
356
+62
SOLV icon
1765
Solventum
SOLV
$14.2B
$9.56K ﹤0.01%
131
-50
SMFG icon
1766
Sumitomo Mitsui Financial
SMFG
$121B
$9.44K ﹤0.01%
564
DLTR icon
1767
Dollar Tree
DLTR
$24.7B
$9.44K ﹤0.01%
100
+26
CALM icon
1768
Cal-Maine
CALM
$4.17B
$9.41K ﹤0.01%
100
CGDG icon
1769
Capital Group Dividend Growers ETF
CGDG
$3.87B
$9.41K ﹤0.01%
271
+1
RPV icon
1770
Invesco S&P 500 Pure Value ETF
RPV
$1.44B
$9.31K ﹤0.01%
94
-7
AGCO icon
1771
AGCO
AGCO
$8.07B
$9.3K ﹤0.01%
87
+1
IVRS icon
1772
iShares Future Metaverse Tech and Communications ETF
IVRS
$7.69M
$9.26K ﹤0.01%
217
-100
PJT icon
1773
PJT Partners
PJT
$4.3B
$9.24K ﹤0.01%
52
-50
JD icon
1774
JD.com
JD
$41.9B
$9.23K ﹤0.01%
264
-700
AGIO icon
1775
Agios Pharmaceuticals
AGIO
$1.63B
$9.23K ﹤0.01%
230
69 70
71
72 73