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
EPS icon
1826
WisdomTree US LargeCap Fund
EPS
$1.38B
$7.09K ﹤0.01%
100
PUK icon
1827
Prudential
PUK
$37.3B
$7.06K ﹤0.01%
227
-102
ROKU icon
1828
Roku
ROKU
$14.8B
$7.05K ﹤0.01%
65
CSW
1829
CSW Industrials
CSW
$4.37B
$7.04K ﹤0.01%
24
BRW
1830
Saba Capital Income & Opportunities Fund
BRW
$276M
$7.01K ﹤0.01%
1,000
KEYS icon
1831
Keysight
KEYS
$49.1B
$7K ﹤0.01%
34
-18
WTS icon
1832
Watts Water Technologies
WTS
$10.2B
$6.9K ﹤0.01%
+25
CTRA icon
1833
Coterra Energy
CTRA
$23.1B
$6.87K ﹤0.01%
261
+39
IGLB icon
1834
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.74B
$6.86K ﹤0.01%
136
IFN
1835
Aberdeen India Fund, Inc.
IFN
$503M
$6.86K ﹤0.01%
500
CTEV
1836
Claritev Corp
CTEV
$270M
$6.84K ﹤0.01%
+160
QSR icon
1837
Restaurant Brands International
QSR
$24.9B
$6.82K ﹤0.01%
100
-5
ZG icon
1838
Zillow
ZG
$10.5B
$6.82K ﹤0.01%
100
GOLD
1839
Gold.com Inc
GOLD
$1.43B
$6.81K ﹤0.01%
200
KWEB icon
1840
KraneShares CSI China Internet ETF
KWEB
$6.8B
$6.81K ﹤0.01%
200
-35,366
IMMR icon
1841
Immersion
IMMR
$204M
$6.8K ﹤0.01%
1,000
HDUS
1842
Hartford Disciplined US Equity ETF
HDUS
$164M
$6.78K ﹤0.01%
104
FDLO icon
1843
Fidelity Low Volatility Factor ETF
FDLO
$1.44B
$6.74K ﹤0.01%
101
AMC icon
1844
AMC Entertainment Holdings
AMC
$588M
$6.7K ﹤0.01%
4,295
-64
MMS icon
1845
Maximus
MMS
$4.01B
$6.67K ﹤0.01%
77
+8
PFFV icon
1846
Global X Variable Rate Preferred ETF
PFFV
$296M
$6.67K ﹤0.01%
300
CNH
1847
CNH Industrial
CNH
$13.7B
$6.66K ﹤0.01%
722
+18
OGS icon
1848
ONE Gas
OGS
$5.41B
$6.64K ﹤0.01%
86
KJUL icon
1849
Innovator US Small Cap Power Buffer ETF July
KJUL
$160M
$6.61K ﹤0.01%
208
VERX icon
1850
Vertex
VERX
$2.28B
$6.59K ﹤0.01%
330