SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,506
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.6M
3
+$6.12M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.69M
5
CTSH icon
Cognizant
CTSH
+$5.43M

Top Sells

1
+$46.4M
2
+$7.91M
3
+$7.15M
4
MELI icon
Mercado Libre
MELI
+$5.55M
5
VEEV icon
Veeva Systems
VEEV
+$5.44M

Sector Composition

1 Technology 17.66%
2 Financials 5.28%
3 Communication Services 5.15%
4 Consumer Discretionary 4.63%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNMA icon
2126
iShares GNMA Bond ETF
GNMA
$405M
$1.69K ﹤0.01%
38
FULT icon
2127
Fulton Financial
FULT
$3.6B
$1.68K ﹤0.01%
87
IBRX icon
2128
ImmunityBio
IBRX
$8.18B
$1.67K ﹤0.01%
844
+422
FVRR icon
2129
Fiverr
FVRR
$401M
$1.67K ﹤0.01%
85
CLOV icon
2130
Clover Health Investments
CLOV
$1.06B
$1.67K ﹤0.01%
710
XJR icon
2131
iShares ESG Screened S&P Small-Cap ETF
XJR
$118M
$1.66K ﹤0.01%
39
SRPT icon
2132
Sarepta Therapeutics
SRPT
$1.87B
$1.66K ﹤0.01%
+77
NVMI icon
2133
Nova
NVMI
$13.8B
$1.64K ﹤0.01%
+5
CRESY
2134
Cresud
CRESY
$723M
$1.64K ﹤0.01%
130
LX
2135
LexinFintech Holdings
LX
$446M
$1.64K ﹤0.01%
500
BAH icon
2136
Booz Allen Hamilton
BAH
$9.38B
$1.61K ﹤0.01%
19
-17
EPOL icon
2137
iShares MSCI Poland ETF
EPOL
$617M
$1.58K ﹤0.01%
45
OEC icon
2138
Orion
OEC
$286M
$1.58K ﹤0.01%
299
PHG icon
2139
Philips
PHG
$27.9B
$1.57K ﹤0.01%
58
FTXO icon
2140
First Trust Nasdaq Bank ETF
FTXO
$1.13B
$1.56K ﹤0.01%
41
DVAX
2141
DELISTED
Dynavax Technologies
DVAX
$1.54K ﹤0.01%
100
RIG icon
2142
Transocean
RIG
$6.89B
$1.53K ﹤0.01%
370
CRH icon
2143
CRH
CRH
$71.3B
$1.5K ﹤0.01%
12
-128
ETSY icon
2144
Etsy
ETSY
$5.22B
$1.5K ﹤0.01%
27
-18
PGJ icon
2145
Invesco Golden Dragon China ETF
PGJ
$121M
$1.48K ﹤0.01%
51
COO icon
2146
Cooper Companies
COO
$14.6B
$1.48K ﹤0.01%
18
-168
RRX icon
2147
Regal Rexnord
RRX
$13.4B
$1.47K ﹤0.01%
+10
IRS
2148
IRSA Inversiones y Representaciones
IRS
$1.18B
$1.44K ﹤0.01%
87
+2
HP icon
2149
Helmerich & Payne
HP
$3.54B
$1.43K ﹤0.01%
50
APPN icon
2150
Appian
APPN
$1.9B
$1.42K ﹤0.01%
40
84 85
86
87 88