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
BXMT icon
2051
Blackstone Mortgage Trust
BXMT
$3.39B
$1.92K ﹤0.01%
100
-60
RGEN icon
2052
Repligen
RGEN
$6.63B
$1.89K ﹤0.01%
16
NBIS
2053
Nebius Group N.V.
NBIS
$37.2B
$1.87K ﹤0.01%
18
-296
AMZY icon
2054
YieldMax AMZN Option Income Strategy ETF
AMZY
$246M
$1.83K ﹤0.01%
+166
JMOM icon
2055
JPMorgan US Momentum Factor ETF
JMOM
$2.16B
$1.83K ﹤0.01%
27
PNR icon
2056
Pentair
PNR
$14.8B
$1.83K ﹤0.01%
21
-22
PLUG icon
2057
Plug Power
PLUG
$4.38B
$1.81K ﹤0.01%
800
+500
UMBF icon
2058
UMB Financial
UMBF
$9.31B
$1.8K ﹤0.01%
16
HP icon
2059
Helmerich & Payne
HP
$3.9B
$1.8K ﹤0.01%
50
UHS icon
2060
Universal Health Services
UHS
$10.6B
$1.79K ﹤0.01%
10
-214
EWZ icon
2061
iShares MSCI Brazil ETF
EWZ
$11.4B
$1.78K ﹤0.01%
46
-13
IETC icon
2062
iShares US Tech Independence Focused ETF
IETC
$781M
$1.78K ﹤0.01%
20
FULT icon
2063
Fulton Financial
FULT
$4.12B
$1.77K ﹤0.01%
87
RGR icon
2064
Sturm, Ruger & Co
RGR
$677M
$1.72K ﹤0.01%
43
PTC icon
2065
PTC
PTC
$16.3B
$1.71K ﹤0.01%
12
+1
XJR icon
2066
iShares ESG Screened S&P Small-Cap ETF
XJR
$135M
$1.7K ﹤0.01%
39
GNMA icon
2067
iShares GNMA Bond ETF
GNMA
$413M
$1.69K ﹤0.01%
38
SRPT icon
2068
Sarepta Therapeutics
SRPT
$2.13B
$1.68K ﹤0.01%
77
FETH
2069
Fidelity Ethereum Fund
FETH
$975M
$1.67K ﹤0.01%
80
VSCO icon
2070
Victoria's Secret
VSCO
$4.25B
$1.67K ﹤0.01%
36
CRESY
2071
Cresud
CRESY
$782M
$1.65K ﹤0.01%
130
ESTC icon
2072
Elastic
ESTC
$4.8B
$1.65K ﹤0.01%
33
EPOL icon
2073
iShares MSCI Poland ETF
EPOL
$631M
$1.64K ﹤0.01%
45
BEN icon
2074
Franklin Resources
BEN
$14.1B
$1.61K ﹤0.01%
68
+44
UGI icon
2075
UGI
UGI
$7.92B
$1.6K ﹤0.01%
44
-968
81 82
83
84 85