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
KWEB icon
1801
KraneShares CSI China Internet ETF
KWEB
$6.25B
$5.69K ﹤0.01%
200
JGLO icon
1802
JPMorgan Global Select Equity ETF
JGLO
$7.09B
$5.68K ﹤0.01%
87
-149
ROP icon
1803
Roper Technologies
ROP
$37.2B
$5.66K ﹤0.01%
16
+7
IFN
1804
Aberdeen India Fund
IFN
$513M
$5.66K ﹤0.01%
500
COMT icon
1805
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.06B
$5.65K ﹤0.01%
167
MTN icon
1806
Vail Resorts
MTN
$4.4B
$5.65K ﹤0.01%
44
-1
CPZ
1807
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$272M
$5.64K ﹤0.01%
415
+11
HEZU icon
1808
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$586M
$5.64K ﹤0.01%
129
-2
CWI icon
1809
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.66B
$5.63K ﹤0.01%
154
RDIV icon
1810
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$958M
$5.62K ﹤0.01%
+101
GAB icon
1811
Gabelli Equity Trust
GAB
$1.73B
$5.6K ﹤0.01%
1,000
OSK icon
1812
Oshkosh
OSK
$9.59B
$5.59K ﹤0.01%
38
+13
BOOT icon
1813
Boot Barn
BOOT
$4.96B
$5.57K ﹤0.01%
38
+8
DJAN icon
1814
FT Vest US Equity Deep Buffer ETF January
DJAN
$467M
$5.53K ﹤0.01%
130
-27,662
FTS icon
1815
Fortis
FTS
$28.8B
$5.52K ﹤0.01%
99
AVO icon
1816
Mission Produce
AVO
$973M
$5.5K ﹤0.01%
400
GOAU icon
1817
US Global GO Gold and Precious Metal Miners ETF
GOAU
$200M
$5.5K ﹤0.01%
+124
ALGN icon
1818
Align Technology
ALGN
$13.7B
$5.49K ﹤0.01%
32
-28
IMMR icon
1819
Immersion
IMMR
$202M
$5.46K ﹤0.01%
1,000
PJP icon
1820
Invesco Pharmaceuticals ETF
PJP
$399M
$5.4K ﹤0.01%
52
CIM
1821
Chimera Investment
CIM
$1.11B
$5.35K ﹤0.01%
426
+360
R icon
1822
Ryder
R
$9.51B
$5.32K ﹤0.01%
+26
AVDV icon
1823
Avantis International Small Cap Value ETF
AVDV
$18.6B
$5.29K ﹤0.01%
53
AXIA
1824
AXIA Energia
AXIA
$28.5B
$5.29K ﹤0.01%
469
GHC icon
1825
Graham Holdings Company
GHC
$4.92B
$5.29K ﹤0.01%
5
71 72
73
74 75