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
PLPC icon
2176
Preformed Line Products
PLPC
$1.72B
$812 ﹤0.01%
+3
PSK icon
2177
State Street SPDR ICE Preferred Securities ETF
PSK
$728M
$811 ﹤0.01%
+26
VRTS icon
2178
Virtus Investment Partners
VRTS
$956M
$806 ﹤0.01%
6
+1
WTRG icon
2179
Essential Utilities
WTRG
$11.2B
$805 ﹤0.01%
20
IRDM icon
2180
Iridium Communications
IRDM
$4.12B
$804 ﹤0.01%
+29
DXYZ
2181
Destiny Tech100
DXYZ
$647M
$803 ﹤0.01%
+30
MNRO icon
2182
Monro
MNRO
$514M
$802 ﹤0.01%
50
NWPX icon
2183
NWPX Infrastructure Inc
NWPX
$812M
$779 ﹤0.01%
+10
QRVO icon
2184
Qorvo
QRVO
$8.14B
$774 ﹤0.01%
10
-1
WSBC icon
2185
WesBanco
WSBC
$3.27B
$759 ﹤0.01%
22
GSIG icon
2186
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$9.51M
$758 ﹤0.01%
16
SW
2187
Smurfit Westrock
SW
$20.9B
$757 ﹤0.01%
19
-166
SCHO icon
2188
Schwab Short-Term US Treasury ETF
SCHO
$12B
$752 ﹤0.01%
31
BBSC icon
2189
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$727M
$751 ﹤0.01%
10
+3
AVT icon
2190
Avnet
AVT
$6.44B
$739 ﹤0.01%
12
CAR icon
2191
Avis
CAR
$7.21B
$729 ﹤0.01%
+5
VISN
2192
Vistance Networks Inc
VISN
$4.37B
$728 ﹤0.01%
+40
MFA
2193
MFA Financial
MFA
$1.04B
$719 ﹤0.01%
75
IHG icon
2194
InterContinental Hotels
IHG
$21.8B
$714 ﹤0.01%
5
FHEQ icon
2195
Fidelity Hedged Equity ETF
FHEQ
$813M
$706 ﹤0.01%
+24
ORC
2196
Orchid Island Capital
ORC
$1.41B
$703 ﹤0.01%
+100
PJT icon
2197
PJT Partners
PJT
$3.69B
$699 ﹤0.01%
5
PNRG icon
2198
PrimeEnergy Resources
PNRG
$372M
$699 ﹤0.01%
+3
LII icon
2199
Lennox International
LII
$17.1B
$696 ﹤0.01%
1
-1
SAM icon
2200
Boston Beer
SAM
$2.47B
$691 ﹤0.01%
3
86 87
88
89 90