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

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
LEGR icon
2226
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$123M
$1.29K ﹤0.01%
+23
BAC.PRL icon
2227
Bank of America Series L
BAC.PRL
$3.87B
$1.28K ﹤0.01%
1
SJNK icon
2228
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.29B
$1.28K ﹤0.01%
+50
TBLL icon
2229
Invesco Short Term Treasury ETF
TBLL
$2.22B
$1.27K ﹤0.01%
12
-26
LXP icon
2230
LXP Industrial Trust
LXP
$2.88B
$1.26K ﹤0.01%
28
+3
SSP icon
2231
E.W. Scripps
SSP
$386M
$1.26K ﹤0.01%
512
-1,201
PINC
2232
DELISTED
Premier
PINC
$1.25K ﹤0.01%
45
ISSC icon
2233
Innovative Solutions & Support
ISSC
$180M
$1.25K ﹤0.01%
+100
JHG icon
2234
Janus Henderson
JHG
$6.91B
$1.25K ﹤0.01%
28
-31
ZION icon
2235
Zions Bancorporation
ZION
$8.19B
$1.25K ﹤0.01%
22
-97
GENI icon
2236
Genius Sports
GENI
$2.59B
$1.24K ﹤0.01%
100
APPN icon
2237
Appian
APPN
$3.02B
$1.22K ﹤0.01%
40
SSRM icon
2238
SSR Mining
SSRM
$4.25B
$1.22K ﹤0.01%
50
-213
APPF icon
2239
AppFolio
APPF
$8.46B
$1.2K ﹤0.01%
4
DVA icon
2240
DaVita
DVA
$8.29B
$1.2K ﹤0.01%
9
-101
IDA icon
2241
Idacorp
IDA
$6.85B
$1.19K ﹤0.01%
9
CRESY
2242
Cresud
CRESY
$739M
$1.19K ﹤0.01%
129
NXST icon
2243
Nexstar Media Group
NXST
$5.73B
$1.19K ﹤0.01%
6
AR icon
2244
Antero Resources
AR
$11.3B
$1.18K ﹤0.01%
35
HMN icon
2245
Horace Mann Educators
HMN
$1.78B
$1.17K ﹤0.01%
26
GNRC icon
2246
Generac Holdings
GNRC
$9.53B
$1.17K ﹤0.01%
7
-199
PAY icon
2247
Paymentus
PAY
$4.41B
$1.16K ﹤0.01%
38
-497
LW icon
2248
Lamb Weston
LW
$8.32B
$1.16K ﹤0.01%
20
-11
GTN icon
2249
Gray Television
GTN
$469M
$1.16K ﹤0.01%
200
RIG icon
2250
Transocean
RIG
$4.89B
$1.15K ﹤0.01%
370