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
$2.94B
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
VSCO icon
2276
Victoria's Secret
VSCO
$5.22B
$977 ﹤0.01%
36
TPH icon
2277
Tri Pointe Homes
TPH
$3.05B
$951 ﹤0.01%
28
VRTS icon
2278
Virtus Investment Partners
VRTS
$1.13B
$950 ﹤0.01%
5
OXY.WS icon
2279
Occidental Petroleum Corp Warrants
OXY.WS
$20.3B
$944 ﹤0.01%
37
TPL icon
2280
Texas Pacific Land
TPL
$23.9B
$934 ﹤0.01%
+3
MDB icon
2281
MongoDB
MDB
$31B
$931 ﹤0.01%
3
-2
BITQ icon
2282
Bitwise Crypto Industry Innovators ETF
BITQ
$408M
$928 ﹤0.01%
+37
PBR.A icon
2283
Petrobras Class A
PBR.A
$81.5B
$922 ﹤0.01%
78
ENR icon
2284
Energizer
ENR
$1.38B
$921 ﹤0.01%
37
+4
HFWA icon
2285
Heritage Financial
HFWA
$892M
$919 ﹤0.01%
38
-20
RHI icon
2286
Robert Half
RHI
$2.84B
$917 ﹤0.01%
+27
QRVO icon
2287
Qorvo
QRVO
$7.48B
$911 ﹤0.01%
10
MNRO icon
2288
Monro
MNRO
$626M
$899 ﹤0.01%
50
GBAB
2289
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$405M
$896 ﹤0.01%
58
BWFG icon
2290
Bankwell Financial Group
BWFG
$387M
$885 ﹤0.01%
20
HIMX
2291
Himax Technologies
HIMX
$1.49B
$883 ﹤0.01%
100
+5
AFG icon
2292
American Financial Group
AFG
$11B
$874 ﹤0.01%
6
CIM
2293
Chimera Investment
CIM
$1.08B
$873 ﹤0.01%
66
DDD icon
2294
3D Systems Corp
DDD
$383M
$870 ﹤0.01%
+300
CHCO icon
2295
City Holding Co
CHCO
$1.79B
$867 ﹤0.01%
7
UHT
2296
Universal Health Realty Income Trust
UHT
$550M
$862 ﹤0.01%
+22
TWST icon
2297
Twist Bioscience
TWST
$2.67B
$844 ﹤0.01%
30
INVA icon
2298
Innoviva
INVA
$1.47B
$840 ﹤0.01%
46
CRBP icon
2299
Corbus Pharmaceuticals
CRBP
$152M
$835 ﹤0.01%
+66
BRID icon
2300
Bridgford Foods
BRID
$834 ﹤0.01%
+105