SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
CWBC
1801
Community West Bancshares
CWBC
$437M
$7.65K ﹤0.01%
340
-957
JPIE icon
1802
JPMorgan Income ETF
JPIE
$8.24B
$7.64K ﹤0.01%
165
+3
LOUP icon
1803
Innovator Deepwater Frontier Tech ETF
LOUP
$165M
$7.64K ﹤0.01%
100
YINN icon
1804
Direxion Daily FTSE China Bull 3X ETF
YINN
$760M
$7.61K ﹤0.01%
179
CC icon
1805
Chemours
CC
$2.67B
$7.59K ﹤0.01%
644
-1,735
JD icon
1806
JD.com
JD
$39.3B
$7.58K ﹤0.01%
264
ETH
1807
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.64B
$7.58K ﹤0.01%
270
-65
SUSB icon
1808
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$7.55K ﹤0.01%
299
NPO icon
1809
Enpro
NPO
$5.41B
$7.5K ﹤0.01%
35
ECC
1810
Eagle Point Credit Co
ECC
$551M
$7.49K ﹤0.01%
1,300
-4,300
CMDY icon
1811
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$444M
$7.46K ﹤0.01%
153
ETV
1812
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.69B
$7.43K ﹤0.01%
517
CDE icon
1813
Coeur Mining
CDE
$15B
$7.4K ﹤0.01%
415
IVZ icon
1814
Invesco
IVZ
$10.6B
$7.38K ﹤0.01%
281
+220
EZU icon
1815
iShare MSCI Eurozone ETF
EZU
$9.54B
$7.37K ﹤0.01%
115
+15
PSN icon
1816
Parsons
PSN
$6.35B
$7.35K ﹤0.01%
119
POST icon
1817
Post Holdings
POST
$4.99B
$7.33K ﹤0.01%
74
+1
ARKG icon
1818
ARK Genomic Revolution ETF
ARKG
$1.12B
$7.33K ﹤0.01%
253
ZTO icon
1819
ZTO Express
ZTO
$17.7B
$7.31K ﹤0.01%
350
MFG icon
1820
Mizuho Financial
MFG
$101B
$7.27K ﹤0.01%
993
-242
SMDV icon
1821
ProShares Russell 2000 Dividend Growers ETF
SMDV
$631M
$7.22K ﹤0.01%
109
+1
RGNX icon
1822
Regenxbio
RGNX
$501M
$7.2K ﹤0.01%
+500
TCOM icon
1823
Trip.com Group
TCOM
$34.8B
$7.19K ﹤0.01%
100
SW
1824
Smurfit Westrock
SW
$22.4B
$7.15K ﹤0.01%
185
-455
FXZ icon
1825
First Trust Materials AlphaDEX Fund
FXZ
$334M
$7.15K ﹤0.01%
110
71 72
73
74 75