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
DFAX icon
1776
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.97B
$9.23K ﹤0.01%
294
XMLV icon
1777
Invesco S&P MidCap Low Volatility ETF
XMLV
$759M
$9.22K ﹤0.01%
145
+75
PUK icon
1778
Prudential
PUK
$37.1B
$9.21K ﹤0.01%
329
SPDN icon
1779
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$222M
$9.19K ﹤0.01%
956
+21
HLNE icon
1780
Hamilton Lane
HLNE
$5.81B
$9.17K ﹤0.01%
68
ZVIA icon
1781
Zevia
ZVIA
$176M
$9.11K ﹤0.01%
3,350
-1,000
KEYS icon
1782
Keysight
KEYS
$36.4B
$9.1K ﹤0.01%
52
WNS
1783
DELISTED
WNS Holdings
WNS
$9.08K ﹤0.01%
119
IGBH icon
1784
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$133M
$9.03K ﹤0.01%
367
+4
AWF
1785
AllianceBernstein Global High Income Fund
AWF
$923M
$8.97K ﹤0.01%
800
JAZZ icon
1786
Jazz Pharmaceuticals
JAZZ
$10B
$8.96K ﹤0.01%
68
+19
SKT icon
1787
Tanger
SKT
$3.8B
$8.93K ﹤0.01%
264
BRO icon
1788
Brown & Brown
BRO
$26.5B
$8.91K ﹤0.01%
95
-5
SYF icon
1789
Synchrony
SYF
$30.5B
$8.88K ﹤0.01%
125
+1
EPI icon
1790
WisdomTree India Earnings Fund ETF
EPI
$2.77B
$8.84K ﹤0.01%
200
+30
NOK icon
1791
Nokia
NOK
$35.3B
$8.84K ﹤0.01%
1,838
-99
NATL icon
1792
NCR Atleos
NATL
$2.8B
$8.8K ﹤0.01%
224
BIPC icon
1793
Brookfield Infrastructure
BIPC
$5.57B
$8.8K ﹤0.01%
214
-30
FLDR icon
1794
Fidelity Low Duration Bond Factor ETF
FLDR
$1.18B
$8.79K ﹤0.01%
175
+42
IYG icon
1795
iShares US Financial Services ETF
IYG
$1.96B
$8.79K ﹤0.01%
98
QAI icon
1796
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$836M
$8.74K ﹤0.01%
260
EDC icon
1797
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$119M
$8.72K ﹤0.01%
171
+2
ORI icon
1798
Old Republic International
ORI
$10.8B
$8.71K ﹤0.01%
205
WAL icon
1799
Western Alliance Bancorporation
WAL
$9.55B
$8.67K ﹤0.01%
+100
EWH icon
1800
iShares MSCI Hong Kong ETF
EWH
$672M
$8.66K ﹤0.01%
+402
70 71
72
73 74