SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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 +$7.65M
2 +$6.51M
3 +$6.02M
4
DELL icon
Dell
DELL
+$5.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.77M

Top Sells

1 +$46.4M
2 +$7.18M
3 +$6.98M
4
ADBE icon
Adobe
ADBE
+$5.54M
5
GEV icon
GE Vernova
GEV
+$5.46M

Sector Composition

1 Technology 17.66%
2 Financials 5.27%
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
LW icon
2251
Lamb Weston
LW
$6.29B
$670 ﹤0.01%
16
-4
LOPE icon
2252
Grand Canyon Education
LOPE
$5B
$665 ﹤0.01%
+4
BYND icon
2253
Beyond Meat
BYND
$446M
$656 ﹤0.01%
800
GSHD icon
2254
Goosehead Insurance
GSHD
$1.73B
$645 ﹤0.01%
9
-2
HRZN icon
2255
Horizon Technology Finance
HRZN
$310M
$645 ﹤0.01%
100
RCAT icon
2256
Red Cat Holdings
RCAT
$2.05B
$634 ﹤0.01%
80
TCBI icon
2257
Texas Capital Bancshares
TCBI
$4.78B
$634 ﹤0.01%
7
+1
HIW icon
2258
Highwoods Properties
HIW
$2.99B
$620 ﹤0.01%
24
LTC
2259
LTC Properties
LTC
$1.77B
$619 ﹤0.01%
18
+3
FIGB icon
2260
Fidelity Investment Grade Bond ETF
FIGB
$338M
$608 ﹤0.01%
14
VIAV icon
2261
Viavi Solutions
VIAV
$4.31B
$606 ﹤0.01%
+34
GGZ
2262
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$122M
$600 ﹤0.01%
40
FMC icon
2263
FMC
FMC
$2.03B
$596 ﹤0.01%
43
-53
PLUG icon
2264
Plug Power
PLUG
$3.42B
$591 ﹤0.01%
300
CPNG icon
2265
Coupang
CPNG
$37B
$590 ﹤0.01%
25
-30
EXLS icon
2266
EXL Service
EXLS
$6.82B
$590 ﹤0.01%
14
-46
SAM icon
2267
Boston Beer
SAM
$2.38B
$585 ﹤0.01%
+3
DBX icon
2268
Dropbox
DBX
$6.55B
$584 ﹤0.01%
+21
SFNC icon
2269
Simmons First National
SFNC
$3.1B
$584 ﹤0.01%
31
BURL icon
2270
Burlington
BURL
$19.1B
$578 ﹤0.01%
2
AVT icon
2271
Avnet
AVT
$4.19B
$577 ﹤0.01%
+12
IRT icon
2272
Independence Realty Trust
IRT
$4.11B
$577 ﹤0.01%
33
YELP icon
2273
Yelp
YELP
$1.82B
$577 ﹤0.01%
19
-57
BRCC icon
2274
BRC Inc
BRCC
$115M
$574 ﹤0.01%
517
BEN icon
2275
Franklin Resources
BEN
$13.5B
$573 ﹤0.01%
+24