SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$7.65M
2
+$6.51M
3
+$6.02M
4
DELL icon
Dell
DELL
+$5.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.77M

Top Sells

1
+$46.4M
2
+$7.18M
3
+$6.98M
4
ADBE icon
Adobe
ADBE
+$5.54M
5
GEV icon
GE Vernova
GEV
+$5.46M

Sector Composition

1 Technology 17.66%
2 Financials 5.27%
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
$404M
$1.69K ﹤0.01%
38
FULT icon
2127
Fulton Financial
FULT
$3.78B
$1.68K ﹤0.01%
87
IBRX icon
2128
ImmunityBio
IBRX
$7.23B
$1.67K ﹤0.01%
844
+422
FVRR icon
2129
Fiverr
FVRR
$609M
$1.67K ﹤0.01%
85
CLOV icon
2130
Clover Health Investments
CLOV
$1.38B
$1.67K ﹤0.01%
710
XJR icon
2131
iShares ESG Screened S&P Small-Cap ETF
XJR
$115M
$1.66K ﹤0.01%
39
SRPT icon
2132
Sarepta Therapeutics
SRPT
$2.28B
$1.66K ﹤0.01%
+77
CRESY
2133
Cresud
CRESY
$822M
$1.64K ﹤0.01%
130
NVMI icon
2134
Nova
NVMI
$13.7B
$1.64K ﹤0.01%
+5
LX
2135
LexinFintech Holdings
LX
$512M
$1.64K ﹤0.01%
500
BAH icon
2136
Booz Allen Hamilton
BAH
$11.6B
$1.61K ﹤0.01%
19
-17
EPOL icon
2137
iShares MSCI Poland ETF
EPOL
$548M
$1.58K ﹤0.01%
45
OEC icon
2138
Orion
OEC
$361M
$1.58K ﹤0.01%
299
PHG icon
2139
Philips
PHG
$28.3B
$1.57K ﹤0.01%
58
FTXO icon
2140
First Trust Nasdaq Bank ETF
FTXO
$273M
$1.56K ﹤0.01%
41
DVAX icon
2141
Dynavax Technologies
DVAX
$1.78B
$1.54K ﹤0.01%
100
RIG icon
2142
Transocean
RIG
$5.18B
$1.53K ﹤0.01%
370
CRH icon
2143
CRH
CRH
$83.2B
$1.5K ﹤0.01%
12
-128
ETSY icon
2144
Etsy
ETSY
$6.17B
$1.5K ﹤0.01%
27
-18
PGJ icon
2145
Invesco Golden Dragon China ETF
PGJ
$138M
$1.48K ﹤0.01%
51
COO icon
2146
Cooper Companies
COO
$16.2B
$1.48K ﹤0.01%
18
-168
RRX icon
2147
Regal Rexnord
RRX
$10.6B
$1.47K ﹤0.01%
+10
IRS
2148
IRSA Inversiones y Representaciones
IRS
$1.3B
$1.44K ﹤0.01%
87
+2
HP icon
2149
Helmerich & Payne
HP
$3.24B
$1.43K ﹤0.01%
50
APPN icon
2150
Appian
APPN
$2.17B
$1.42K ﹤0.01%
40
84 85
86
87 88