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
VNQI icon
1876
Vanguard Global ex-US Real Estate ETF
VNQI
$3.58B
$4.27K ﹤0.01%
96
CALF icon
1877
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.43B
$4.26K ﹤0.01%
95
FTI icon
1878
TechnipFMC
FTI
$29B
$4.26K ﹤0.01%
+62
AROC icon
1879
Archrock
AROC
$6.34B
$4.26K ﹤0.01%
+122
AIA icon
1880
iShares Asia 50 ETF
AIA
$3.94B
$4.25K ﹤0.01%
40
AI icon
1881
C3.ai
AI
$1.24B
$4.21K ﹤0.01%
+500
GSM icon
1882
FerroAtlántica
GSM
$798M
$4.19K ﹤0.01%
1,018
-7,316
XSMO icon
1883
Invesco S&P SmallCap Momentum ETF
XSMO
$2.64B
$4.18K ﹤0.01%
55
AGCO icon
1884
AGCO
AGCO
$8.66B
$4.17K ﹤0.01%
36
SCHH icon
1885
Schwab US REIT ETF
SCHH
$9.82B
$4.15K ﹤0.01%
193
ZG icon
1886
Zillow
ZG
$10.2B
$4.14K ﹤0.01%
100
TEM
1887
Tempus AI
TEM
$9.23B
$4.12K ﹤0.01%
91
-45
AMPH icon
1888
Amphastar Pharmaceuticals
AMPH
$936M
$4.04K ﹤0.01%
206
-7
MOTI icon
1889
VanEck Morningstar International Moat ETF
MOTI
$191M
$4.03K ﹤0.01%
118
LYG icon
1890
Lloyds Banking Group
LYG
$77.9B
$4.02K ﹤0.01%
800
-129
ACLS icon
1891
Axcelis
ACLS
$4.3B
$4K ﹤0.01%
+43
SPHR icon
1892
Sphere Entertainment
SPHR
$4.54B
$3.99K ﹤0.01%
34
IPAC icon
1893
iShares Core MSCI Pacific ETF
IPAC
$2.46B
$3.98K ﹤0.01%
52
EXE
1894
Expand Energy Corp
EXE
$23.2B
$3.95K ﹤0.01%
36
-92
ELAN icon
1895
Elanco Animal Health
ELAN
$11.2B
$3.92K ﹤0.01%
164
-3,455
VERX icon
1896
Vertex
VERX
$1.87B
$3.92K ﹤0.01%
330
NUV icon
1897
Nuveen Municipal Value Fund
NUV
$1.89B
$3.87K ﹤0.01%
430
ZM icon
1898
Zoom
ZM
$26.5B
$3.86K ﹤0.01%
48
-12
IBRX icon
1899
ImmunityBio
IBRX
$8.46B
$3.83K ﹤0.01%
499
-345
PDN icon
1900
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$385M
$3.82K ﹤0.01%
88
74 75
76
77 78