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
$2.94B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,514
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$15.9M
3
+$11.1M
4
AVGO icon
Broadcom
AVGO
+$9.96M
5
PWR icon
Quanta Services
PWR
+$9.8M

Top Sells

1
+$65.7M
2
+$22.7M
3
+$16.7M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

Sector Composition

1 Technology 17.52%
2 Financials 5.51%
3 Communication Services 5.21%
4 Consumer Discretionary 4.86%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.1M 0.07%
53,943
-11,248
227
$2.1M 0.07%
11,083
+186
228
$2.08M 0.07%
41,981
+9,594
229
$2.08M 0.07%
79,948
+78,481
230
$2.08M 0.07%
78,707
+8,513
231
$2.04M 0.07%
14,579
+5
232
$2.02M 0.07%
9,325
+1,650
233
$2.01M 0.07%
23,771
-3,592
234
$2.01M 0.07%
59,757
-12,652
235
$2M 0.07%
6,016
-96
236
$1.99M 0.07%
44,622
-363
237
$1.99M 0.07%
11,660
+10,625
238
$1.96M 0.07%
20,644
-34,950
239
$1.95M 0.07%
16,124
+6,349
240
$1.93M 0.07%
1,997
+186
241
$1.93M 0.07%
7,039
+995
242
$1.92M 0.07%
12,250
+1,632
243
$1.92M 0.07%
5,630
+753
244
$1.91M 0.06%
18,781
+930
245
$1.89M 0.06%
44,979
-4,490
246
$1.89M 0.06%
13,688
-1,632
247
$1.87M 0.06%
7,281
-240
248
$1.86M 0.06%
27,253
+2,613
249
$1.85M 0.06%
22,027
-3,016
250
$1.84M 0.06%
42,149
-27,536
8 9
10
11 12