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
FLG
2251
Flagstar Bank National Association
FLG
$5.79B
-2,100
AIVC
2252
Amplify Bloomberg AI Value Chain ETF
AIVC
$43.7M
-1,003
NFXS
2253
Direxion Daily NFLX Bear 1X ETF
NFXS
$5.94M
-3,000
AIOT
2254
PowerFleet Inc
AIOT
$447M
-3,400
CNH
2255
CNH Industrial
CNH
$12.7B
-722
MSTX
2256
Defiance Daily Target 2x Long MSTR ETF
MSTX
$358M
-250
FER icon
2257
Ferrovial SE
FER
$49.5B
-239
CNEQ icon
2258
Alger Concentrated Equity ETF
CNEQ
$478M
-312
ZVIA icon
2259
Zevia
ZVIA
$89.1M
-350
YELP icon
2260
Yelp
YELP
$1.59B
-19
XRX icon
2261
Xerox
XRX
$208M
-1,300
XFLT
2262
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$276M
-873
WTIU icon
2263
MicroSectors Energy 3x Leveraged ETNs
WTIU
$25.4M
-2,312
WSO icon
2264
Watsco Inc
WSO
$17.9B
-3
WLDN icon
2265
Willdan Group
WLDN
$1.16B
-255
WHR icon
2266
Whirlpool
WHR
$3.45B
-24
VSTS icon
2267
Vestis
VSTS
$1.27B
-1,400
VRP icon
2268
Invesco Variable Rate Preferred ETF
VRP
$2.45B
-28
VNT icon
2269
Vontier
VNT
$5.11B
-594
VNO icon
2270
Vornado Realty Trust
VNO
$5.53B
-400
VGSR icon
2271
Vert Global Sustainable Real Estate ETF
VGSR
$503M
-359
VCLT icon
2272
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.46B
-120
VAL icon
2273
Valaris
VAL
$6.27B
-10,453
UTHR icon
2274
United Therapeutics
UTHR
$24.7B
-309
USLM icon
2275
United States Lime & Minerals
USLM
$3.8B
-100