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
LPLA icon
2026
LPL Financial
LPLA
$25.7B
$2.24K ﹤0.01%
7
-1,796
COLB icon
2027
Columbia Banking Systems
COLB
$8.47B
$2.22K ﹤0.01%
81
ABR icon
2028
Arbor Realty Trust
ABR
$1.53B
$2.22K ﹤0.01%
287
+10
KSS icon
2029
Kohl's
KSS
$1.65B
$2.21K ﹤0.01%
171
+36
DORM icon
2030
Dorman Products
DORM
$3.34B
$2.19K ﹤0.01%
21
AMC icon
2031
AMC Entertainment Holdings
AMC
$956M
$2.19K ﹤0.01%
2,231
-2,064
HOG icon
2032
Harley-Davidson
HOG
$2.58B
$2.18K ﹤0.01%
108
+9
CE icon
2033
Celanese
CE
$7.27B
$2.17K ﹤0.01%
33
+6
FIS icon
2034
Fidelity National Information Services
FIS
$23.5B
$2.16K ﹤0.01%
46
-1,253
BOND icon
2035
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.84B
$2.15K ﹤0.01%
23
PDD icon
2036
Pinduoduo
PDD
$139B
$2.15K ﹤0.01%
21
FLJP icon
2037
Franklin FTSE Japan ETF
FLJP
$3.38B
$2.13K ﹤0.01%
59
MGPI icon
2038
MGP Ingredients
MGPI
$432M
$2.08K ﹤0.01%
113
-21
REM icon
2039
iShares Mortgage Real Estate ETF
REM
$585M
$2.06K ﹤0.01%
96
DOMH icon
2040
Dominari Holdings
DOMH
$65.4M
$2.06K ﹤0.01%
634
+59
JHG icon
2041
Janus Henderson
JHG
$7.94B
$2.06K ﹤0.01%
40
ISSC icon
2042
Innovative Solutions & Support
ISSC
$354M
$2.05K ﹤0.01%
100
JEMA icon
2043
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.61B
$2.03K ﹤0.01%
39
-3
IFV icon
2044
First Trust Dorsey Wright International Focus 5 ETF
IFV
$238M
$2.02K ﹤0.01%
+80
EQH icon
2045
Equitable Holdings
EQH
$11.6B
$2K ﹤0.01%
54
IP icon
2046
International Paper
IP
$17.3B
$1.97K ﹤0.01%
55
+30
OEC icon
2047
Orion
OEC
$424M
$1.94K ﹤0.01%
299
GEN icon
2048
Gen Digital
GEN
$11.5B
$1.94K ﹤0.01%
103
-66
FND icon
2049
Floor & Decor
FND
$5.52B
$1.94K ﹤0.01%
38
-5
MGNX icon
2050
MacroGenics
MGNX
$203M
$1.92K ﹤0.01%
664
80 81
82
83 84