SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
$3.09B
$8.18K ﹤0.01%
330
IONS icon
1827
Ionis Pharmaceuticals
IONS
$13.3B
$8.18K ﹤0.01%
125
IMCG icon
1828
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.23B
$8.11K ﹤0.01%
98
+7
EPP icon
1829
iShares MSCI Pacific ex Japan ETF
EPP
$1.9B
$8.1K ﹤0.01%
+157
CNEQ icon
1830
Alger Concentrated Equity ETF
CNEQ
$234M
$8.05K ﹤0.01%
+229
CMDY icon
1831
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$322M
$8.05K ﹤0.01%
153
CNX icon
1832
CNX Resources
CNX
$5.33B
$8.03K ﹤0.01%
250
ATO icon
1833
Atmos Energy
ATO
$26.7B
$8.03K ﹤0.01%
47
+1
XTL icon
1834
State Street SPDR S&P Telecom ETF
XTL
$243M
$7.97K ﹤0.01%
57
TMC icon
1835
TMC The Metals Company
TMC
$3.68B
$7.96K ﹤0.01%
1,250
-5,000
FDEM icon
1836
Fidelity Emerging Markets Multifactor ETF
FDEM
$402M
$7.93K ﹤0.01%
264
+1
NPO icon
1837
Enpro
NPO
$5.02B
$7.91K ﹤0.01%
35
SHG icon
1838
Shinhan Financial Group
SHG
$27.4B
$7.91K ﹤0.01%
+157
VFMO icon
1839
Vanguard US Momentum Factor ETF
VFMO
$1.31B
$7.88K ﹤0.01%
41
MOH icon
1840
Molina Healthcare
MOH
$10.2B
$7.85K ﹤0.01%
41
+1
POST icon
1841
Post Holdings
POST
$5.14B
$7.85K ﹤0.01%
73
+35
FDVV icon
1842
Fidelity High Dividend ETF
FDVV
$8.2B
$7.83K ﹤0.01%
141
+123
JNK icon
1843
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.86B
$7.79K ﹤0.01%
79
CDE icon
1844
Coeur Mining
CDE
$16.5B
$7.79K ﹤0.01%
415
BRW
1845
Saba Capital Income & Opportunities Fund
BRW
$295M
$7.77K ﹤0.01%
1,000
PSCH icon
1846
Invesco S&P SmallCap Health Care ETF
PSCH
$153M
$7.77K ﹤0.01%
187
AOA icon
1847
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$7.76K ﹤0.01%
88
CGIC
1848
Capital Group International Core Equity ETF
CGIC
$1.09B
$7.75K ﹤0.01%
252
+2
VKQ icon
1849
Invesco Municipal Trust
VKQ
$532M
$7.72K ﹤0.01%
800
CHRW icon
1850
C.H. Robinson
CHRW
$21.1B
$7.68K ﹤0.01%
58
+5