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
276
$1.68M 0.06%
4,980
-323
277
$1.67M 0.06%
50,492
-36,210
278
$1.66M 0.06%
11,748
+916
279
$1.65M 0.06%
1,418
+24
280
$1.65M 0.06%
55,667
+6,322
281
$1.64M 0.06%
+9,787
282
$1.64M 0.06%
13,688
-305
283
$1.62M 0.06%
7,298
-241
284
$1.62M 0.06%
27,031
+868
285
$1.61M 0.05%
33,820
+1,904
286
$1.59M 0.05%
32,437
+5,959
287
$1.57M 0.05%
138,243
+17,945
288
$1.57M 0.05%
43,733
-6,805
289
$1.57M 0.05%
25,428
290
$1.56M 0.05%
61,776
+662
291
$1.55M 0.05%
40,391
-12,747
292
$1.54M 0.05%
27,283
+128
293
$1.53M 0.05%
48,513
-10,016
294
$1.53M 0.05%
6,239
+5,044
295
$1.53M 0.05%
3,149
-9,008
296
$1.53M 0.05%
23,091
-2,808
297
$1.53M 0.05%
34,961
+105
298
$1.52M 0.05%
5,828
+5,771
299
$1.51M 0.05%
22,816
+3,795
300
$1.51M 0.05%
47,204
+442
10 11
12
13 14