SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,514
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$16.1M
3
+$11.2M
4
AVGO icon
Broadcom
AVGO
+$10.7M
5
PWR icon
Quanta Services
PWR
+$10.4M

Top Sells

1
+$66.4M
2
+$22.9M
3
+$16.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

Sector Composition

1 Technology 17.53%
2 Financials 5.5%
3 Communication Services 5.21%
4 Consumer Discretionary 4.86%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTE icon
2176
Baytex Energy
BTE
$2.5B
$1.85K ﹤0.01%
+790
UHS icon
2177
Universal Health Services
UHS
$14.4B
$1.84K ﹤0.01%
9
+2
JMOM icon
2178
JPMorgan US Momentum Factor ETF
JMOM
$1.75B
$1.83K ﹤0.01%
27
-2
THG icon
2179
Hanover Insurance
THG
$6.33B
$1.82K ﹤0.01%
10
EFXT
2180
Enerflex
EFXT
$1.76B
$1.81K ﹤0.01%
+168
HUN icon
2181
Huntsman Corp
HUN
$1.74B
$1.8K ﹤0.01%
201
+38
NWBI icon
2182
Northwest Bancshares
NWBI
$1.78B
$1.78K ﹤0.01%
144
-6
EWZ icon
2183
iShares MSCI Brazil ETF
EWZ
$6.39B
$1.78K ﹤0.01%
57
CPNG icon
2184
Coupang
CPNG
$49.5B
$1.77K ﹤0.01%
55
+30
EVER icon
2185
EverQuote
EVER
$1,000M
$1.76K ﹤0.01%
77
CSTM icon
2186
Constellium
CSTM
$2.45B
$1.76K ﹤0.01%
+118
JBHT icon
2187
JB Hunt Transport Services
JBHT
$17.9B
$1.74K ﹤0.01%
13
-34
PGJ icon
2188
Invesco Golden Dragon China ETF
PGJ
$142M
$1.71K ﹤0.01%
51
EMN icon
2189
Eastman Chemical
EMN
$7.02B
$1.7K ﹤0.01%
27
+13
SF icon
2190
Stifel
SF
$12.9B
$1.7K ﹤0.01%
15
CMRE icon
2191
Costamare
CMRE
$1.94B
$1.69K ﹤0.01%
+142
AOS icon
2192
A.O. Smith
AOS
$9.47B
$1.69K ﹤0.01%
23
-35
GNMA icon
2193
iShares GNMA Bond ETF
GNMA
$376M
$1.69K ﹤0.01%
38
-2
PRCH icon
2194
Porch Group
PRCH
$986M
$1.68K ﹤0.01%
100
XJR icon
2195
iShares ESG Screened S&P Small-Cap ETF
XJR
$107M
$1.66K ﹤0.01%
39
ASUR icon
2196
Asure Software
ASUR
$227M
$1.64K ﹤0.01%
200
SRTY icon
2197
ProShares UltraPro Short Russell2000
SRTY
$73.8M
$1.63K ﹤0.01%
35
+1
XMTR icon
2198
Xometry
XMTR
$3.06B
$1.63K ﹤0.01%
30
FULT icon
2199
Fulton Financial
FULT
$3.43B
$1.62K ﹤0.01%
87
NTRA icon
2200
Natera
NTRA
$33.8B
$1.61K ﹤0.01%
10
-2
86 87
88
89 90