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
XJH icon
1901
iShares ESG Screened S&P Mid-Cap ETF
XJH
$373M
$3.81K ﹤0.01%
84
HXL icon
1902
Hexcel
HXL
$6.89B
$3.8K ﹤0.01%
+47
IMAX icon
1903
IMAX
IMAX
$1.98B
$3.8K ﹤0.01%
100
SPTL icon
1904
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$3.79K ﹤0.01%
144
+76
BF.B icon
1905
Brown-Forman Class B
BF.B
$13B
$3.75K ﹤0.01%
142
-417
PAM icon
1906
Pampa Energía
PAM
$4.51B
$3.72K ﹤0.01%
42
ARE icon
1907
Alexandria Real Estate Equities
ARE
$8.03B
$3.71K ﹤0.01%
80
-15
BBAG icon
1908
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.16B
$3.69K ﹤0.01%
80
+10
BBWI icon
1909
Bath & Body Works
BBWI
$4.12B
$3.66K ﹤0.01%
196
+21
ERX icon
1910
Direxion Daily Energy Bull 2X ETF
ERX
$261M
$3.65K ﹤0.01%
35
DBC icon
1911
Invesco DB Commodity Index Tracking Fund
DBC
$1.72B
$3.65K ﹤0.01%
126
UWMC icon
1912
UWM Holdings
UWMC
$1.09B
$3.62K ﹤0.01%
1,000
GME icon
1913
GameStop
GME
$11.2B
$3.62K ﹤0.01%
157
+8
JBHT icon
1914
JB Hunt Transport Services
JBHT
$23.9B
$3.6K ﹤0.01%
17
SJM icon
1915
J.M. Smucker
SJM
$10.3B
$3.57K ﹤0.01%
37
+15
EFT
1916
Eaton Vance Floating-Rate Income Trust
EFT
$286M
$3.54K ﹤0.01%
330
VABK icon
1917
Virginia National Bankshares
VABK
$225M
$3.53K ﹤0.01%
92
EFXT
1918
Enerflex
EFXT
$3.03B
$3.52K ﹤0.01%
168
TU icon
1919
Telus
TU
$19.4B
$3.5K ﹤0.01%
273
RDWR icon
1920
Radware
RDWR
$1.08B
$3.5K ﹤0.01%
133
AKAM icon
1921
Akamai
AKAM
$14.2B
$3.45K ﹤0.01%
30
CELC icon
1922
Celcuity
CELC
$5.49B
$3.42K ﹤0.01%
+30
BSCT icon
1923
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.79B
$3.42K ﹤0.01%
183
HSIC icon
1924
Henry Schein
HSIC
$8.98B
$3.41K ﹤0.01%
46
-343
BETZ icon
1925
Roundhill Sports Betting & iGaming ETF
BETZ
$52.7M
$3.39K ﹤0.01%
190
+8
75 76
77
78 79