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
INSW icon
1776
International Seaways
INSW
$3.8B
$6.27K ﹤0.01%
86
-197
EZU icon
1777
iShare MSCI Eurozone ETF
EZU
$9.52B
$6.26K ﹤0.01%
100
-15
CSW
1778
CSW Industrials
CSW
$4.87B
$6.25K ﹤0.01%
24
MEDP icon
1779
Medpace
MEDP
$11.2B
$6.24K ﹤0.01%
13
-9,455
PUK icon
1780
Prudential
PUK
$38.1B
$6.2K ﹤0.01%
218
-9
DAR icon
1781
Darling Ingredients
DAR
$9.67B
$6.18K ﹤0.01%
100
-620
ROKU icon
1782
Roku
ROKU
$16.9B
$6.15K ﹤0.01%
65
NNE
1783
Nano Nuclear Energy
NNE
$1.32B
$6.14K ﹤0.01%
+300
SNAP icon
1784
Snap
SNAP
$9.41B
$6.14K ﹤0.01%
1,334
-57
MOS icon
1785
The Mosaic Company
MOS
$7.72B
$6.07K ﹤0.01%
238
-582
YINN icon
1786
Direxion Daily FTSE China Bull 3X ETF
YINN
$776M
$6.06K ﹤0.01%
185
+6
EBND icon
1787
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.34B
$5.96K ﹤0.01%
289
PCN
1788
PIMCO Corporate & Income Strategy Fund
PCN
$880M
$5.95K ﹤0.01%
500
ISCB icon
1789
iShares Morningstar Small-Cap ETF
ISCB
$268M
$5.92K ﹤0.01%
91
-190
AL
1790
DELISTED
Air Lease Corp
AL
$5.91K ﹤0.01%
91
KB icon
1791
KB Financial Group
KB
$37.8B
$5.88K ﹤0.01%
59
SSNC icon
1792
SS&C Technologies
SSNC
$16.9B
$5.88K ﹤0.01%
87
-782
VFLO icon
1793
VictoryShares Free Cash Flow ETF
VFLO
$6.56B
$5.84K ﹤0.01%
+148
TMQ
1794
Trilogy Metals
TMQ
$723M
$5.78K ﹤0.01%
1,611
-10,503
COFS icon
1795
Choiceone Financial
COFS
$451M
$5.77K ﹤0.01%
205
FXN icon
1796
First Trust Energy AlphaDEX Fund
FXN
$1.15B
$5.75K ﹤0.01%
256
PAGS icon
1797
PagSeguro Digital
PAGS
$2.85B
$5.75K ﹤0.01%
574
-1,283
DJT icon
1798
Trump Media & Technology Group
DJT
$2.54B
$5.75K ﹤0.01%
620
JEF icon
1799
Jefferies Financial Group
JEF
$9.34B
$5.74K ﹤0.01%
139
-371
KIM icon
1800
Kimco Realty
KIM
$16.1B
$5.71K ﹤0.01%
254
+40
70 71
72
73 74