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
SPB icon
2101
Spectrum Brands
SPB
$1.34B
$2.68K ﹤0.01%
51
CPF icon
2102
Central Pacific Financial
CPF
$819M
$2.67K ﹤0.01%
88
LX
2103
LexinFintech Holdings
LX
$547M
$2.67K ﹤0.01%
500
EXLS icon
2104
EXL Service
EXLS
$6.46B
$2.64K ﹤0.01%
60
CGNT icon
2105
Cognyte Software
CGNT
$631M
$2.64K ﹤0.01%
314
PGEN icon
2106
Precigen
PGEN
$1.27B
$2.63K ﹤0.01%
800
CIEN icon
2107
Ciena
CIEN
$28.5B
$2.62K ﹤0.01%
18
+1
SBI
2108
Western Asset Intermediate Muni Fund
SBI
$110M
$2.61K ﹤0.01%
330
AIZ icon
2109
Assurant
AIZ
$11.2B
$2.6K ﹤0.01%
12
+1
GAP
2110
The Gap Inc
GAP
$9.88B
$2.57K ﹤0.01%
120
ESTC icon
2111
Elastic
ESTC
$7.87B
$2.54K ﹤0.01%
30
KIM icon
2112
Kimco Realty
KIM
$13.6B
$2.54K ﹤0.01%
116
-11
CMP icon
2113
Compass Minerals
CMP
$845M
$2.53K ﹤0.01%
132
-110
PAM icon
2114
Pampa Energía
PAM
$4.86B
$2.52K ﹤0.01%
42
PCY icon
2115
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
$2.52K ﹤0.01%
117
NAT icon
2116
Nordic American Tanker
NAT
$792M
$2.51K ﹤0.01%
800
-200
AKAM icon
2117
Akamai
AKAM
$12B
$2.5K ﹤0.01%
33
+1
SJM icon
2118
J.M. Smucker
SJM
$10.7B
$2.5K ﹤0.01%
23
+3
WFC.PRL icon
2119
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.84B
$2.47K ﹤0.01%
2
IZEA icon
2120
IZEA Worldwide
IZEA
$84.1M
$2.46K ﹤0.01%
661
CLF icon
2121
Cleveland-Cliffs
CLF
$7B
$2.44K ﹤0.01%
200
KEP icon
2122
Korea Electric Power
KEP
$22.5B
$2.44K ﹤0.01%
187
AXS icon
2123
AXIS Capital
AXS
$7.54B
$2.4K ﹤0.01%
25
AXIA.PR
2124
AXIA Energia Preferred Shares
AXIA.PR
$27.2B
$2.37K ﹤0.01%
229
YELP icon
2125
Yelp
YELP
$1.83B
$2.37K ﹤0.01%
76
83 84
85
86 87