SWM
Spire Wealth Management Portfolio holdings
AUM
$2.93B
1-Year Est. Return
26.08%
This Fund
S&P 500
1 Year Est. Return
+26.08%
AUM
$2.93B
AUM Growth
-$55.1M
(-1.8%)
Holding
2,434
Top Buys
| 1 | +$19.8M | |
| 2 | +$19.5M | |
| 3 | +$8.64M | |
| 4 |
Lam Research
LRCX
|
+$6.09M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$5.41M |
Top Sells
| 1 | +$7.52M | |
| 2 | +$7.43M | |
| 3 | +$6.64M | |
| 4 |
Shopify
SHOP
|
+$6.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2426
Prosperity Bancshares
PB
$7.02B
| – | – |
-306
|
|
||
2427
PBF Energy
PBF
$4.78B
| – | – |
-700
|
|
||
2428
Prestige Consumer Healthcare
PBH
$2.72B
| – | – |
-15
|
|
||
2429
Pacira BioSciences
PCRX
$1.03B
| – | – |
-21
|
|
||
|
PCQ
2430
Pimco California Municipal Income Fund
PCQ
$166M
| – | – |
-2,415
|
|
||
2431
Peoples Bancorp
PEBO
$1.23B
| – | – |
-310
|
|
||
2432
PEDEVCO
PED
$208M
| – | – |
-182
|
|
||
2433
Piper Sandler
PIPR
$6.26B
| – | – |
-236
|
|
||
2434
Park-Ohio Holdings
PKOH
$377M
| – | – |
-690
|
|