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

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
VERX icon
1826
Vertex
VERX
$3.15B
$8.18K ﹤0.01%
330
IONS icon
1827
Ionis Pharmaceuticals
IONS
$12.7B
$8.18K ﹤0.01%
125
IMCG icon
1828
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.13B
$8.11K ﹤0.01%
98
+7
EPP icon
1829
iShares MSCI Pacific ex Japan ETF
EPP
$1.75B
$8.1K ﹤0.01%
+157
CNEQ icon
1830
Alger Concentrated Equity ETF
CNEQ
$215M
$8.05K ﹤0.01%
+229
CMDY icon
1831
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$306M
$8.05K ﹤0.01%
153
CNX icon
1832
CNX Resources
CNX
$5.52B
$8.03K ﹤0.01%
250
ATO icon
1833
Atmos Energy
ATO
$27B
$8.03K ﹤0.01%
47
+1
XTL icon
1834
State Street SPDR S&P Telecom ETF
XTL
$204M
$7.97K ﹤0.01%
57
TMC icon
1835
TMC The Metals Company
TMC
$2.83B
$7.96K ﹤0.01%
1,250
-5,000
FDEM icon
1836
Fidelity Emerging Markets Multifactor ETF
FDEM
$304M
$7.93K ﹤0.01%
264
+1
NPO icon
1837
Enpro
NPO
$4.63B
$7.91K ﹤0.01%
35
SHG icon
1838
Shinhan Financial Group
SHG
$25.7B
$7.91K ﹤0.01%
+157
VFMO icon
1839
Vanguard US Momentum Factor ETF
VFMO
$1.2B
$7.88K ﹤0.01%
41
MOH icon
1840
Molina Healthcare
MOH
$8.25B
$7.85K ﹤0.01%
41
+1
POST icon
1841
Post Holdings
POST
$5.04B
$7.85K ﹤0.01%
73
+35
FDVV icon
1842
Fidelity High Dividend ETF
FDVV
$7.73B
$7.83K ﹤0.01%
141
+123
JNK icon
1843
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.73B
$7.79K ﹤0.01%
79
CDE icon
1844
Coeur Mining
CDE
$10.3B
$7.79K ﹤0.01%
415
BRW
1845
Saba Capital Income & Opportunities Fund
BRW
$307M
$7.77K ﹤0.01%
1,000
PSCH icon
1846
Invesco S&P SmallCap Health Care ETF
PSCH
$155M
$7.77K ﹤0.01%
187
AOA icon
1847
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.72B
$7.76K ﹤0.01%
88
CGIC
1848
Capital Group International Core Equity ETF
CGIC
$805M
$7.75K ﹤0.01%
252
+2
VKQ icon
1849
Invesco Municipal Trust
VKQ
$536M
$7.72K ﹤0.01%
800
CHRW icon
1850
C.H. Robinson
CHRW
$18.7B
$7.68K ﹤0.01%
58
+5