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
251
$1.84M 0.06%
23,339
-34,692
252
$1.84M 0.06%
24,061
+5,746
253
$1.84M 0.06%
14,580
+204
254
$1.83M 0.06%
12,885
+1,373
255
$1.82M 0.06%
19,913
-1,706
256
$1.82M 0.06%
55,421
-538
257
$1.82M 0.06%
61,818
-607
258
$1.81M 0.06%
9,001
+5,852
259
$1.81M 0.06%
27,003
+24,794
260
$1.79M 0.06%
26,523
+898
261
$1.78M 0.06%
15,661
-1,183
262
$1.77M 0.06%
37,966
-5,617
263
$1.76M 0.06%
33,566
+1,382
264
$1.76M 0.06%
3,093
+3,027
265
$1.74M 0.06%
37,597
-1,544
266
$1.74M 0.06%
18,240
+364
267
$1.74M 0.06%
48,508
-33,952
268
$1.73M 0.06%
33,618
-1,268
269
$1.73M 0.06%
34,909
+1,876
270
$1.73M 0.06%
1,807
+46
271
$1.72M 0.06%
40,730
-28,975
272
$1.71M 0.06%
23,320
+108
273
$1.7M 0.06%
59,939
-59,710
274
$1.7M 0.06%
49,742
-49,720
275
$1.7M 0.06%
20,738
+9,841
9 10
11
12 13