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
RGR icon
2151
Sturm, Ruger & Co
RGR
$597M
$1.4K ﹤0.01%
43
FXO icon
2152
First Trust Financials AlphaDEX Fund
FXO
$2.18B
$1.39K ﹤0.01%
23
ADAM
2153
Adamas Trust
ADAM
$752M
$1.39K ﹤0.01%
190
+114
GTY
2154
Getty Realty Corp
GTY
$1.69B
$1.37K ﹤0.01%
50
-29
POR icon
2155
Portland General Electric
POR
$5.62B
$1.34K ﹤0.01%
28
+2
GPIX icon
2156
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$2.83B
$1.32K ﹤0.01%
25
BSBR icon
2157
Santander
BSBR
$50.1B
$1.29K ﹤0.01%
211
-1,835
ZION icon
2158
Zions Bancorporation
ZION
$9.01B
$1.29K ﹤0.01%
22
AIO
2159
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$785M
$1.28K ﹤0.01%
59
-1,400
SJNK icon
2160
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.33B
$1.27K ﹤0.01%
50
IBOC icon
2161
International Bancshares
IBOC
$4.44B
$1.26K ﹤0.01%
19
CVLT icon
2162
Commault Systems
CVLT
$5.45B
$1.25K ﹤0.01%
10
-604
BAC.PRL icon
2163
Bank of America Series L
BAC.PRL
$3.88B
$1.25K ﹤0.01%
1
WU icon
2164
Western Union
WU
$2.99B
$1.25K ﹤0.01%
134
-1
DLB icon
2165
Dolby
DLB
$5.97B
$1.22K ﹤0.01%
19
-2
NXST icon
2166
Nexstar Media Group
NXST
$6.65B
$1.22K ﹤0.01%
6
WHD icon
2167
Cactus
WHD
$3.81B
$1.22K ﹤0.01%
27
SNBR icon
2168
Sleep Number
SNBR
$231M
$1.22K ﹤0.01%
144
LEG icon
2169
Leggett & Platt
LEG
$1.7B
$1.21K ﹤0.01%
110
HMN icon
2170
Horace Mann Educators
HMN
$1.76B
$1.2K ﹤0.01%
26
NFG icon
2171
National Fuel Gas
NFG
$7.75B
$1.2K ﹤0.01%
15
PAY icon
2172
Paymentus
PAY
$3.7B
$1.2K ﹤0.01%
38
SN icon
2173
SharkNinja
SN
$17.5B
$1.19K ﹤0.01%
+11
CRK icon
2174
Comstock Resources
CRK
$7.17B
$1.18K ﹤0.01%
51
WSO icon
2175
Watsco Inc
WSO
$15.7B
$1.18K ﹤0.01%
3
-17