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
301
$1.5M 0.05%
8,184
+5,525
302
$1.5M 0.05%
7,070
+1,067
303
$1.5M 0.05%
32,002
-10,908
304
$1.49M 0.05%
35,566
+35,366
305
$1.49M 0.05%
8,115
-33,130
306
$1.49M 0.05%
9,564
+3,552
307
$1.48M 0.05%
21,520
+775
308
$1.47M 0.05%
40,581
-5,119
309
$1.46M 0.05%
28,874
+983
310
$1.45M 0.05%
11,137
+57
311
$1.45M 0.05%
43,844
-14,737
312
$1.44M 0.05%
12,606
-15,327
313
$1.44M 0.05%
12,893
+9,107
314
$1.44M 0.05%
13,963
-235
315
$1.43M 0.05%
5,499
+950
316
$1.43M 0.05%
13,996
+518
317
$1.43M 0.05%
95,389
-56
318
$1.42M 0.05%
32,313
-185
319
$1.39M 0.05%
31,537
-6,120
320
$1.38M 0.05%
5,435
-124
321
$1.38M 0.05%
27,143
+2,371
322
$1.36M 0.05%
41,263
-7,315
323
$1.36M 0.05%
46,094
-8,189
324
$1.36M 0.05%
35,588
+28,117
325
$1.36M 0.05%
3,916
+870
11 12
13
14 15