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
FMC icon
2076
FMC
FMC
$1.86B
$1.6K ﹤0.01%
93
+50
GTY
2077
Getty Realty Corp
GTY
$2B
$1.59K ﹤0.01%
50
OXY.WS icon
2078
Occidental Petroleum Corp Warrants
OXY.WS
$33B
$1.59K ﹤0.01%
37
WDS icon
2079
Woodside Energy
WDS
$43.8B
$1.58K ﹤0.01%
66
ETSY icon
2080
Etsy
ETSY
$5.97B
$1.55K ﹤0.01%
31
+4
III icon
2081
Information Services Group
III
$196M
$1.54K ﹤0.01%
400
PHG icon
2082
Philips
PHG
$26.1B
$1.53K ﹤0.01%
56
-2
BBMC icon
2083
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.04B
$1.52K ﹤0.01%
14
+4
VRSK icon
2084
Verisk Analytics
VRSK
$23.3B
$1.52K ﹤0.01%
8
-723
DSGX icon
2085
Descartes Systems
DSGX
$6.19B
$1.5K ﹤0.01%
21
NFG icon
2086
National Fuel Gas
NFG
$8.38B
$1.5K ﹤0.01%
16
+1
PBR.A icon
2087
Petrobras Class A
PBR.A
$122B
$1.46K ﹤0.01%
78
AOS icon
2088
A.O. Smith
AOS
$8.9B
$1.45K ﹤0.01%
22
-12
NXST icon
2089
Nexstar Media Group
NXST
$6.18B
$1.45K ﹤0.01%
8
+2
ZBH icon
2090
Zimmer Biomet
ZBH
$17.7B
$1.45K ﹤0.01%
16
-137
TWST icon
2091
Twist Bioscience
TWST
$3.74B
$1.43K ﹤0.01%
30
IRS
2092
IRSA Inversiones y Representaciones
IRS
$1.18B
$1.41K ﹤0.01%
87
OC icon
2093
Owens Corning
OC
$10.1B
$1.41K ﹤0.01%
+13
ADAM
2094
Adamas Trust
ADAM
$719M
$1.4K ﹤0.01%
190
POR icon
2095
Portland General Electric
POR
$5.9B
$1.37K ﹤0.01%
26
-2
FCF icon
2096
First Commonwealth Financial
FCF
$1.9B
$1.37K ﹤0.01%
78
-42
CRMD icon
2097
CorMedix
CRMD
$587M
$1.36K ﹤0.01%
200
PGJ icon
2098
Invesco Golden Dragon China ETF
PGJ
$115M
$1.33K ﹤0.01%
51
KNX icon
2099
Knight Transportation
KNX
$10.6B
$1.32K ﹤0.01%
23
-46
FLO icon
2100
Flowers Foods
FLO
$1.86B
$1.32K ﹤0.01%
162
-272
82 83
84
85 86