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
326
$1.33M 0.05%
57,761
-24,554
327
$1.33M 0.05%
26,352
-113
328
$1.33M 0.05%
8,386
-368
329
$1.33M 0.05%
15,875
+2,705
330
$1.31M 0.04%
56,550
+110
331
$1.31M 0.04%
12,311
+11,578
332
$1.31M 0.04%
5,301
+89
333
$1.28M 0.04%
27,192
-2,712
334
$1.27M 0.04%
22,040
+1,340
335
$1.26M 0.04%
13,787
-12,228
336
$1.26M 0.04%
61,830
-1,921
337
$1.24M 0.04%
3,651
-2,141
338
$1.24M 0.04%
12,365
-30
339
$1.24M 0.04%
30,798
+387
340
$1.22M 0.04%
6,209
+492
341
$1.2M 0.04%
12,660
-1,914
342
$1.2M 0.04%
31,357
+26,590
343
$1.2M 0.04%
+40,857
344
$1.2M 0.04%
3,736
+313
345
$1.19M 0.04%
51,486
+1,994
346
$1.19M 0.04%
7,878
+4,128
347
$1.19M 0.04%
19,423
+2,600
348
$1.18M 0.04%
21,927
+2,523
349
$1.18M 0.04%
15,084
+5,606
350
$1.18M 0.04%
28,779
12 13
14
15 16