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
BBHY icon
2226
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$609M
$596 ﹤0.01%
13
+2
BYND icon
2227
Beyond Meat
BYND
$464M
$579 ﹤0.01%
827
+27
ARW icon
2228
Arrow Electronics
ARW
$9.58B
$574 ﹤0.01%
+4
MAC icon
2229
Macerich
MAC
$5.54B
$567 ﹤0.01%
30
MYRG icon
2230
MYR Group
MYRG
$5.25B
$565 ﹤0.01%
+2
DDD icon
2231
3D Systems Corp
DDD
$326M
$564 ﹤0.01%
300
SR icon
2232
Spire
SR
$5.39B
$543 ﹤0.01%
+6
CART icon
2233
Maplebear
CART
$9.85B
$535 ﹤0.01%
+14
EMN icon
2234
Eastman Chemical
EMN
$8.27B
$534 ﹤0.01%
7
-2
RISR icon
2235
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$226M
$525 ﹤0.01%
14
ADUR
2236
Aduro Clean Technologies
ADUR
$401M
$525 ﹤0.01%
50
PLNT icon
2237
Planet Fitness
PLNT
$5.47B
$521 ﹤0.01%
7
+2
NWL icon
2238
Newell Brands
NWL
$1.78B
$518 ﹤0.01%
+151
AMBA icon
2239
Ambarella
AMBA
$2.85B
$515 ﹤0.01%
10
OGN icon
2240
Organon & Co
OGN
$2.66B
$515 ﹤0.01%
86
-2,300
HIW icon
2241
Highwoods Properties
HIW
$2.63B
$514 ﹤0.01%
24
FWONK icon
2242
Liberty Media Series C
FWONK
$22B
$510 ﹤0.01%
6
-2
ONB icon
2243
Old National Bancorp
ONB
$9.16B
$508 ﹤0.01%
23
-500
PFS icon
2244
Provident Financial Services
PFS
$2.93B
$508 ﹤0.01%
+24
SNX icon
2245
TD Synnex
SNX
$18.2B
$506 ﹤0.01%
3
-76
MGY icon
2246
Magnolia Oil & Gas
MGY
$5.47B
$505 ﹤0.01%
+16
PFXF icon
2247
VanEck Preferred Securities ex Financials ETF
PFXF
$2.23B
$38 ﹤0.01%
+2
SGI
2248
Somnigroup International
SGI
$16.7B
-11
TESL
2249
Simplify Volt TSLA Revolution ETF
TESL
$17.1M
-986
LUCK
2250
Lucky Strike Entertainment
LUCK
$994M
-1,100