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
CE icon
2176
Celanese
CE
$5.21B
$1.14K ﹤0.01%
27
IDA icon
2177
Idacorp
IDA
$7.28B
$1.14K ﹤0.01%
9
ILMN icon
2178
Illumina
ILMN
$23.5B
$1.12K ﹤0.01%
9
-112
WEN icon
2179
Wendy's
WEN
$1.61B
$1.12K ﹤0.01%
134
-265
CIFR icon
2180
Cipher Mining
CIFR
$6.98B
$1.11K ﹤0.01%
+75
LBTYK icon
2181
Liberty Global Class C
LBTYK
$3.51B
$1.1K ﹤0.01%
100
-390
MLPA icon
2182
Global X MLP ETF
MLPA
$1.95B
$1.1K ﹤0.01%
23
+1
ALTS
2183
ALT5 Sigma
ALTS
$299M
$1.1K ﹤0.01%
1,000
GNRC icon
2184
Generac Holdings
GNRC
$10.3B
$1.09K ﹤0.01%
8
+1
MKTX icon
2185
MarketAxess Holdings
MKTX
$6.39B
$1.09K ﹤0.01%
6
FCPT icon
2186
Four Corners Property Trust
FCPT
$2.59B
$1.08K ﹤0.01%
47
-6
LGIH icon
2187
LGI Homes
LGIH
$1.22B
$1.07K ﹤0.01%
+25
MGNX icon
2188
MacroGenics
MGNX
$114M
$1.07K ﹤0.01%
664
BBMC icon
2189
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.94B
$1.07K ﹤0.01%
+10
FTV icon
2190
Fortive
FTV
$17.3B
$1.05K ﹤0.01%
19
+7
WDS icon
2191
Woodside Energy
WDS
$31.1B
$1.03K ﹤0.01%
66
APPF icon
2192
AppFolio
APPF
$7.95B
$1.01K ﹤0.01%
4
MGEE icon
2193
MGE Energy Inc
MGEE
$2.94B
$1.01K ﹤0.01%
13
PRCH icon
2194
Porch Group
PRCH
$870M
$1K ﹤0.01%
110
+10
MNRO icon
2195
Monro
MNRO
$633M
$1K ﹤0.01%
50
PTCT icon
2196
PTC Therapeutics
PTCT
$6.13B
$987 ﹤0.01%
+13
IP icon
2197
International Paper
IP
$22.2B
$985 ﹤0.01%
25
-49
SBH icon
2198
Sally Beauty Holdings
SBH
$1.59B
$970 ﹤0.01%
68
GTN icon
2199
Gray Television
GTN
$468M
$968 ﹤0.01%
200
AFG icon
2200
American Financial Group
AFG
$10.7B
$957 ﹤0.01%
7
+1