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
RHI icon
2126
Robert Half
RHI
$2.62B
$1.17K ﹤0.01%
+46
AAP icon
2127
Advance Auto Parts
AAP
$3.51B
$1.16K ﹤0.01%
22
-132
FNF icon
2128
Fidelity National Financial
FNF
$14.2B
$1.16K ﹤0.01%
25
-240
OGE icon
2129
OGE Energy
OGE
$9.72B
$1.15K ﹤0.01%
24
-210
DLB icon
2130
Dolby
DLB
$6.12B
$1.14K ﹤0.01%
19
VIAV icon
2131
Viavi Solutions
VIAV
$11B
$1.13K ﹤0.01%
34
RH icon
2132
RH
RH
$2.59B
$1.12K ﹤0.01%
+8
SPSC icon
2133
SPS Commerce
SPSC
$2.02B
$1.11K ﹤0.01%
20
-4
FCPT icon
2134
Four Corners Property Trust
FCPT
$2.79B
$1.11K ﹤0.01%
47
HMN icon
2135
Horace Mann Educators
HMN
$1.84B
$1.11K ﹤0.01%
26
ALTS
2136
ALT5 Sigma
ALTS
$110M
$1.11K ﹤0.01%
1,000
NSP icon
2137
Insperity
NSP
$1.25B
$1.11K ﹤0.01%
+41
LX
2138
LexinFintech Holdings
LX
$360M
$1.09K ﹤0.01%
500
FPAG icon
2139
FPA Global Equity ETF
FPAG
$431M
$1.09K ﹤0.01%
+30
LEG icon
2140
Leggett & Platt
LEG
$1.55B
$1.09K ﹤0.01%
110
PRCH icon
2141
Porch Group
PRCH
$849M
$1.08K ﹤0.01%
150
+40
CRK icon
2142
Comstock Resources
CRK
$4.98B
$1.07K ﹤0.01%
51
NLOP
2143
Net Lease Office Properties
NLOP
$195M
$1.07K ﹤0.01%
93
M icon
2144
Macy's
M
$5.3B
$1.07K ﹤0.01%
59
-188
FTV icon
2145
Fortive
FTV
$18.8B
$1.05K ﹤0.01%
19
RCAT icon
2146
Red Cat Holdings
RCAT
$1.43B
$1.05K ﹤0.01%
80
SND icon
2147
Smart Sand
SND
$204M
$1.02K ﹤0.01%
+200
LW icon
2148
Lamb Weston
LW
$6.12B
$1.01K ﹤0.01%
24
+8
WU icon
2149
Western Union
WU
$2.79B
$995 ﹤0.01%
114
-20
MGEE icon
2150
MGE Energy Inc
MGEE
$2.95B
$994 ﹤0.01%
13
84 85
86
87 88