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
SKM icon
2126
SK Telecom
SKM
$7.86B
$2.35K ﹤0.01%
109
NU icon
2127
Nu Holdings
NU
$80.9B
$2.35K ﹤0.01%
147
CRMD icon
2128
CorMedix
CRMD
$832M
$2.33K ﹤0.01%
200
SFL icon
2129
SFL Corp
SFL
$1.2B
$2.32K ﹤0.01%
308
MLPX icon
2130
Global X MLP & Energy Infrastructure ETF
MLPX
$2.68B
$2.32K ﹤0.01%
37
III icon
2131
Information Services Group
III
$286M
$2.3K ﹤0.01%
+400
UA icon
2132
Under Armour Class C
UA
$1.84B
$2.29K ﹤0.01%
475
PEN icon
2133
Penumbra
PEN
$11.8B
$2.28K ﹤0.01%
9
-345
INFY icon
2134
Infosys
INFY
$74.9B
$2.28K ﹤0.01%
+140
MEMX icon
2135
Matthews Emerging Markets ex China Active ETF
MEMX
$33.2M
$2.27K ﹤0.01%
65
OEC icon
2136
Orion
OEC
$280M
$2.27K ﹤0.01%
299
DBC icon
2137
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
$2.25K ﹤0.01%
100
PHM icon
2138
Pultegroup
PHM
$24.8B
$2.25K ﹤0.01%
17
-3
EZPW icon
2139
Ezcorp Inc
EZPW
$1.23B
$2.19K ﹤0.01%
115
IHS icon
2140
IHS Holding
IHS
$2.52B
$2.18K ﹤0.01%
319
-247
CLOV icon
2141
Clover Health Investments
CLOV
$1.33B
$2.17K ﹤0.01%
710
CXM icon
2142
Sprinklr
CXM
$1.9B
$2.15K ﹤0.01%
279
-1,504
DCTH icon
2143
Delcath Systems
DCTH
$345M
$2.15K ﹤0.01%
200
RGEN icon
2144
Repligen
RGEN
$9.29B
$2.14K ﹤0.01%
16
-4
GTY
2145
Getty Realty Corp
GTY
$1.61B
$2.12K ﹤0.01%
79
BOND icon
2146
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.52B
$2.12K ﹤0.01%
23
+1
REM icon
2147
iShares Mortgage Real Estate ETF
REM
$646M
$2.11K ﹤0.01%
96
LAND
2148
Gladstone Land Corp
LAND
$340M
$2.11K ﹤0.01%
+230
PED icon
2149
PEDEVCO
PED
$53.9M
$2.1K ﹤0.01%
3,627
-35
COLB icon
2150
Columbia Banking Systems
COLB
$8.43B
$2.08K ﹤0.01%
81
+5
84 85
86
87 88