SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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 +$7.19M
2 +$6.6M
3 +$6.12M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.69M
5
CTSH icon
Cognizant
CTSH
+$5.43M

Top Sells

1 +$46.4M
2 +$7.91M
3 +$7.15M
4
MELI icon
Mercado Libre
MELI
+$5.55M
5
VEEV icon
Veeva Systems
VEEV
+$5.44M

Sector Composition

1 Technology 17.66%
2 Financials 5.28%
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
$5.76B
$1.14K ﹤0.01%
27
IDA icon
2177
Idacorp
IDA
$7.83B
$1.14K ﹤0.01%
9
ILMN icon
2178
Illumina
ILMN
$19B
$1.12K ﹤0.01%
9
-112
WEN icon
2179
Wendy's
WEN
$1.38B
$1.12K ﹤0.01%
134
-265
CIFR icon
2180
Cipher Digital Inc. Common Stock
CIFR
$5.8B
$1.11K ﹤0.01%
+75
LBTYK icon
2181
Liberty Global Class C
LBTYK
$4.14B
$1.1K ﹤0.01%
100
-390
MLPA icon
2182
Global X MLP ETF
MLPA
$2.12B
$1.1K ﹤0.01%
23
+1
ALTS
2183
ALT5 Sigma
ALTS
$179M
$1.1K ﹤0.01%
1,000
GNRC icon
2184
Generac Holdings
GNRC
$12.2B
$1.09K ﹤0.01%
8
+1
MKTX icon
2185
MarketAxess Holdings
MKTX
$6.62B
$1.09K ﹤0.01%
6
FCPT icon
2186
Four Corners Property Trust
FCPT
$2.82B
$1.08K ﹤0.01%
47
-6
LGIH icon
2187
LGI Homes
LGIH
$1.01B
$1.07K ﹤0.01%
+25
MGNX icon
2188
MacroGenics
MGNX
$149M
$1.07K ﹤0.01%
664
BBMC icon
2189
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.92B
$1.07K ﹤0.01%
+10
FTV icon
2190
Fortive
FTV
$17.7B
$1.05K ﹤0.01%
19
+7
WDS icon
2191
Woodside Energy
WDS
$41.6B
$1.03K ﹤0.01%
66
APPF icon
2192
AppFolio
APPF
$6.88B
$1.01K ﹤0.01%
4
MGEE icon
2193
MGE Energy Inc
MGEE
$2.85B
$1.01K ﹤0.01%
13
PRCH icon
2194
Porch Group
PRCH
$830M
$1K ﹤0.01%
110
+10
MNRO icon
2195
Monro
MNRO
$552M
$1K ﹤0.01%
50
PTCT icon
2196
PTC Therapeutics
PTCT
$5.66B
$987 ﹤0.01%
+13
IP icon
2197
International Paper
IP
$20.3B
$985 ﹤0.01%
25
-49
SBH icon
2198
Sally Beauty Holdings
SBH
$1.43B
$970 ﹤0.01%
68
GTN icon
2199
Gray Television
GTN
$538M
$968 ﹤0.01%
200
AFG icon
2200
American Financial Group
AFG
$10.9B
$957 ﹤0.01%
7
+1