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
351
$1.18M 0.04%
46,322
+522
352
$1.17M 0.04%
19,794
353
$1.17M 0.04%
13,159
-4,112
354
$1.16M 0.04%
2,545
+451
355
$1.16M 0.04%
4,278
+223
356
$1.15M 0.04%
12,101
-369
357
$1.15M 0.04%
29,867
-2,440
358
$1.12M 0.04%
41,889
-4,839
359
$1.11M 0.04%
13,199
-7,001
360
$1.11M 0.04%
6,218
+2,149
361
$1.09M 0.04%
63,778
+929
362
$1.09M 0.04%
15,131
-300
363
$1.09M 0.04%
3,976
+482
364
$1.09M 0.04%
9,492
+6,856
365
$1.09M 0.04%
4,916
-228
366
$1.08M 0.04%
2,041
+2,017
367
$1.08M 0.04%
12,656
368
$1.07M 0.04%
10,248
+912
369
$1.05M 0.04%
5,308
+217
370
$1.04M 0.04%
13,091
+517
371
$1.04M 0.04%
36,961
-4,373
372
$1.04M 0.04%
3,378
373
$1.04M 0.04%
9,285
+733
374
$1.01M 0.03%
10,654
+31
375
$996K 0.03%
18,706
+223
13 14
15
16 17