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
$2.99B
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
FDEM icon
1776
Fidelity Emerging Markets Multifactor ETF
FDEM
$517M
$8.16K ﹤0.01%
264
ANDE icon
1777
Andersons Inc
ANDE
$2.61B
$8.08K ﹤0.01%
152
-408
POOL icon
1778
Pool Corp
POOL
$8.39B
$8.07K ﹤0.01%
35
-31
TEM
1779
Tempus AI
TEM
$9.23B
$8.04K ﹤0.01%
136
-135
IVRS icon
1780
iShares Future Metaverse Tech and Communications ETF
IVRS
$7.91M
$8.03K ﹤0.01%
233
+16
SMFG icon
1781
Sumitomo Mitsui Financial
SMFG
$128B
$8.03K ﹤0.01%
415
-149
H icon
1782
Hyatt Hotels
H
$15.5B
$8.02K ﹤0.01%
50
SUSC icon
1783
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.4B
$8K ﹤0.01%
+342
GLUE icon
1784
Monte Rosa Therapeutics
GLUE
$1.61B
$7.98K ﹤0.01%
+509
LAD icon
1785
Lithia Motors
LAD
$6.44B
$7.98K ﹤0.01%
24
+6
FDVV icon
1786
Fidelity High Dividend ETF
FDVV
$9.08B
$7.97K ﹤0.01%
141
BATRA icon
1787
Atlanta Braves Holdings Series A
BATRA
$3.41B
$7.9K ﹤0.01%
186
AOA icon
1788
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.02B
$7.88K ﹤0.01%
88
TECH icon
1789
Bio-Techne
TECH
$8.17B
$7.88K ﹤0.01%
134
+2
VFMO icon
1790
Vanguard US Momentum Factor ETF
VFMO
$1.5B
$7.88K ﹤0.01%
41
PDT
1791
John Hancock Premium Dividend Fund
PDT
$642M
$7.84K ﹤0.01%
617
IMCG icon
1792
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.44B
$7.82K ﹤0.01%
98
WYNN icon
1793
Wynn Resorts
WYNN
$11B
$7.82K ﹤0.01%
65
-17
KSA icon
1794
iShares MSCI Saudi Arabia ETF
KSA
$719M
$7.81K ﹤0.01%
215
+3
LAC
1795
Lithium Americas
LAC
$1.64B
$7.79K ﹤0.01%
1,786
+1,000
BST icon
1796
BlackRock Science and Technology Trust
BST
$1.43B
$7.79K ﹤0.01%
192
+9
FNCL icon
1797
Fidelity MSCI Financials Index ETF
FNCL
$2.28B
$7.77K ﹤0.01%
100
TKR icon
1798
Timken Company
TKR
$7.58B
$7.74K ﹤0.01%
92
VKQ icon
1799
Invesco Municipal Trust
VKQ
$535M
$7.72K ﹤0.01%
800
TMC icon
1800
TMC The Metals Company
TMC
$2.27B
$7.71K ﹤0.01%
1,250
70 71
72
73 74