SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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

Top Sells

1
+$66.4M
2
+$22.9M
3
+$16.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

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
MMS icon
1901
Maximus
MMS
$4.54B
$6.3K ﹤0.01%
69
+1
IIIV icon
1902
i3 Verticals
IIIV
$562M
$6.3K ﹤0.01%
194
GNR icon
1903
SPDR S&P Global Natural Resources ETF
GNR
$3.67B
$6.28K ﹤0.01%
106
PATK icon
1904
Patrick Industries
PATK
$3.58B
$6.21K ﹤0.01%
60
EZU icon
1905
iShare MSCI Eurozone ETF
EZU
$8.59B
$6.19K ﹤0.01%
100
-15
ZM icon
1906
Zoom
ZM
$26.4B
$6.19K ﹤0.01%
75
-395
EBND icon
1907
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.21B
$6.17K ﹤0.01%
+289
GAB icon
1908
Gabelli Equity Trust
GAB
$1.9B
$6.09K ﹤0.01%
1,000
UWMC icon
1909
UWM Holdings
UWMC
$1.44B
$6.09K ﹤0.01%
1,000
FUN icon
1910
Cedar Fair
FUN
$1.48B
$6.09K ﹤0.01%
268
+157
DORM icon
1911
Dorman Products
DORM
$3.81B
$6.08K ﹤0.01%
39
VSAT icon
1912
Viasat
VSAT
$5B
$6.04K ﹤0.01%
206
-556
ECON icon
1913
Columbia Emerging Markets Consumer ETF
ECON
$243M
$6.02K ﹤0.01%
227
MC icon
1914
Moelis & Co
MC
$5.01B
$5.99K ﹤0.01%
84
+2
COFS icon
1915
Choiceone Financial
COFS
$470M
$5.95K ﹤0.01%
+205
ONTO icon
1916
Onto Innovation
ONTO
$7.97B
$5.94K ﹤0.01%
46
-165
GETY icon
1917
Getty Images
GETY
$603M
$5.94K ﹤0.01%
3,000
AAP icon
1918
Advance Auto Parts
AAP
$3.07B
$5.89K ﹤0.01%
96
-56
GHC icon
1919
Graham Holdings Company
GHC
$4.69B
$5.89K ﹤0.01%
5
-21
SIG icon
1920
Signet Jewelers
SIG
$3.58B
$5.85K ﹤0.01%
61
CSW
1921
CSW Industrials
CSW
$4.94B
$5.83K ﹤0.01%
24
AMPH icon
1922
Amphastar Pharmaceuticals
AMPH
$1.2B
$5.78K ﹤0.01%
217
+5
ISCB icon
1923
iShares Morningstar Small-Cap ETF
ISCB
$259M
$5.77K ﹤0.01%
91
DOCU icon
1924
DocuSign
DOCU
$13.2B
$5.77K ﹤0.01%
80
-292
LBTYK icon
1925
Liberty Global Class C
LBTYK
$3.73B
$5.76K ﹤0.01%
490
75 76
77
78 79