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
376
$995K 0.03%
7,083
-1,138
377
$984K 0.03%
16,330
378
$970K 0.03%
28,910
+2,732
379
$968K 0.03%
12,179
+45
380
$968K 0.03%
24,693
-3,502
381
$966K 0.03%
24,844
-261
382
$966K 0.03%
21,947
+1,509
383
$959K 0.03%
14,404
+3,775
384
$959K 0.03%
3,400
+106
385
$956K 0.03%
5,047
-88
386
$954K 0.03%
4,026
-8,120
387
$943K 0.03%
20,586
+3,676
388
$942K 0.03%
+52,754
389
$938K 0.03%
13,944
+224
390
$932K 0.03%
18,433
391
$920K 0.03%
14,805
392
$919K 0.03%
10,922
+39
393
$916K 0.03%
+5,632
394
$915K 0.03%
2,336
-8,962
395
$914K 0.03%
24,142
+7,371
396
$908K 0.03%
6,232
+421
397
$893K 0.03%
3,062
398
$889K 0.03%
8,643
+252
399
$879K 0.03%
10,484
-6
400
$877K 0.03%
920
-9
14 15
16
17 18