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
ENOV icon
1951
Enovis
ENOV
$1.55B
$5.07K ﹤0.01%
167
USHY icon
1952
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$5.06K ﹤0.01%
134
FTS icon
1953
Fortis
FTS
$25.8B
$5.02K ﹤0.01%
99
WTM icon
1954
White Mountains Insurance
WTM
$5.18B
$5.01K ﹤0.01%
3
-2
CLMB icon
1955
Climb Global Solutions
CLMB
$506M
$4.99K ﹤0.01%
37
-7
ETB
1956
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$449M
$4.95K ﹤0.01%
330
SPBO icon
1957
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.77B
$4.95K ﹤0.01%
167
RIOT icon
1958
Riot Platforms
RIOT
$5.55B
$4.91K ﹤0.01%
258
RVMD icon
1959
Revolution Medicines
RVMD
$15.4B
$4.9K ﹤0.01%
105
CUBI icon
1960
Customers Bancorp
CUBI
$2.42B
$4.9K ﹤0.01%
75
KB icon
1961
KB Financial Group
KB
$31.7B
$4.89K ﹤0.01%
59
EQNR icon
1962
Equinor
EQNR
$57.6B
$4.88K ﹤0.01%
200
EL icon
1963
Estee Lauder
EL
$37.9B
$4.87K ﹤0.01%
55
-1
AVO icon
1964
Mission Produce
AVO
$853M
$4.81K ﹤0.01%
400
SMLV icon
1965
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$201M
$4.8K ﹤0.01%
37
PJP icon
1966
Invesco Pharmaceuticals ETF
PJP
$311M
$4.78K ﹤0.01%
52
AU icon
1967
AngloGold Ashanti
AU
$41.6B
$4.78K ﹤0.01%
68
MMT
1968
MFS Multimarket Income Trust
MMT
$259M
$4.78K ﹤0.01%
1,000
BHF icon
1969
Brighthouse Financial
BHF
$3.74B
$4.78K ﹤0.01%
90
+50
GPC icon
1970
Genuine Parts
GPC
$18.1B
$4.71K ﹤0.01%
34
+1
NIU
1971
Niu Technologies
NIU
$250M
$4.69K ﹤0.01%
1,000
ATR icon
1972
AptarGroup
ATR
$8B
$4.68K ﹤0.01%
35
FOF icon
1973
Cohen & Steers Closed End Opportunity Fund
FOF
$366M
$4.65K ﹤0.01%
357
+7
AA icon
1974
Alcoa
AA
$11.3B
$4.62K ﹤0.01%
141
+1
POCT icon
1975
Innovator US Equity Power Buffer ETF October
POCT
$1.11B
$4.61K ﹤0.01%
107
77 78
79
80 81