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
NWBI icon
2151
Northwest Bancshares
NWBI
$1.94B
$990 ﹤0.01%
78
-66
HFWA icon
2152
Heritage Financial
HFWA
$1.09B
$988 ﹤0.01%
38
CIFR icon
2153
Cipher Digital Inc
CIFR
$7.39B
$965 ﹤0.01%
75
PAY icon
2154
Paymentus
PAY
$3.43B
$965 ﹤0.01%
38
APPN icon
2155
Appian
APPN
$1.64B
$964 ﹤0.01%
40
COHR icon
2156
Coherent
COHR
$63B
$953 ﹤0.01%
4
CVNA icon
2157
Carvana
CVNA
$58.5B
$943 ﹤0.01%
3
-450
SBH icon
2158
Sally Beauty Holdings
SBH
$1.43B
$942 ﹤0.01%
68
RWT
2159
Redwood Trust
RWT
$714M
$937 ﹤0.01%
167
RGTIW icon
2160
Rigetti Computing Warrants
RGTIW
$162M
$933 ﹤0.01%
170
LUNR icon
2161
Intuitive Machines
LUNR
$4.07B
$928 ﹤0.01%
+50
REPX icon
2162
Riley Exploration Permian
REPX
$766M
$911 ﹤0.01%
+25
INDB icon
2163
Independent Bank
INDB
$3.78B
$903 ﹤0.01%
12
BKH icon
2164
Black Hills Corp
BKH
$5.64B
$902 ﹤0.01%
13
SMIN icon
2165
iShares MSCI India Small-Cap ETF
SMIN
$623M
$899 ﹤0.01%
+15
AFG icon
2166
American Financial Group
AFG
$10.8B
$894 ﹤0.01%
7
CRVL icon
2167
CorVel
CRVL
$2.93B
$874 ﹤0.01%
16
+8
GTN icon
2168
Gray Television
GTN
$576M
$868 ﹤0.01%
200
ILMN icon
2169
Illumina
ILMN
$19.4B
$863 ﹤0.01%
7
-2
DAWN icon
2170
Day One Biopharmaceuticals
DAWN
$858 ﹤0.01%
+40
NUTX
2171
Nutex Health
NUTX
$754M
$855 ﹤0.01%
9
-80
CATY icon
2172
Cathay General Bancorp
CATY
$3.64B
$848 ﹤0.01%
17
FVRR icon
2173
Fiverr
FVRR
$383M
$847 ﹤0.01%
85
CHCO icon
2174
City Holding Co
CHCO
$1.77B
$837 ﹤0.01%
7
PTCT icon
2175
PTC Therapeutics
PTCT
$5.66B
$818 ﹤0.01%
12
-1