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
GTX icon
1826
Garrett Motion
GTX
$3.85B
$5.25K ﹤0.01%
289
-1,200
SIG icon
1827
Signet Jewelers
SIG
$3.61B
$5.25K ﹤0.01%
62
SYF icon
1828
Synchrony
SYF
$25.8B
$5.24K ﹤0.01%
77
-60
AXTA icon
1829
Axalta
AXTA
$6.28B
$5.24K ﹤0.01%
189
AGO icon
1830
Assured Guaranty
AGO
$3.74B
$5.21K ﹤0.01%
64
+58
VOD icon
1831
Vodafone
VOD
$36B
$5.21K ﹤0.01%
347
DVOL icon
1832
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$72.8M
$5.19K ﹤0.01%
150
NFTY icon
1833
First Trust India Nifty 50 Equal Weight ETF
NFTY
$146M
$5.15K ﹤0.01%
100
NBIX icon
1834
Neurocrine Biosciences
NBIX
$13.1B
$5.14K ﹤0.01%
39
TYL icon
1835
Tyler Technologies
TYL
$14.3B
$5.14K ﹤0.01%
15
+10
NXE icon
1836
NexGen Energy
NXE
$8.4B
$5.12K ﹤0.01%
441
-3,178
PRNT icon
1837
The 3D Printing ETF
PRNT
$59.6M
$5.11K ﹤0.01%
250
BAX icon
1838
Baxter International
BAX
$9.5B
$5.11K ﹤0.01%
304
-805
ACI icon
1839
Albertsons Companies
ACI
$8.54B
$5.08K ﹤0.01%
298
-1,153
SMLV icon
1840
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$236M
$5.07K ﹤0.01%
37
JNK icon
1841
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$5.07K ﹤0.01%
53
-90
GDMN icon
1842
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$233M
$5.06K ﹤0.01%
+50
IFS icon
1843
Intercorp Financial Services
IFS
$5.09B
$5.02K ﹤0.01%
100
IWX icon
1844
iShares Russell Top 200 Value ETF
IWX
$3.71B
$5K ﹤0.01%
+54
TCOM icon
1845
Trip.com Group
TCOM
$34.6B
$4.98K ﹤0.01%
100
RRC icon
1846
Range Resources
RRC
$10B
$4.97K ﹤0.01%
+110
PENN icon
1847
PENN Entertainment
PENN
$2.31B
$4.96K ﹤0.01%
330
-8
ETO
1848
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$474M
$4.93K ﹤0.01%
185
-115
AOUT icon
1849
American Outdoor Brands
AOUT
$122M
$4.9K ﹤0.01%
525
SPBO icon
1850
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.95B
$4.85K ﹤0.01%
167
72 73
74
75 76