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
401
$870K 0.03%
16,409
-61
402
$864K 0.03%
6,449
-2,070
403
$863K 0.03%
11,827
-572
404
$863K 0.03%
6,614
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405
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27,174
+1,120
406
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7,922
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407
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9,960
-361
408
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6,203
+182
409
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2,892
-281
410
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21,671
-90
411
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621
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412
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4,916
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413
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1,686
-215
414
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19,310
415
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30,587
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416
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12,833
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417
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50,820
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418
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+2,941
419
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17,305
-1,176
420
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3,336
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421
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4,807
-183
422
$785K 0.03%
55,454
-520
423
$784K 0.03%
7,595
-8
424
$783K 0.03%
3,001
+151
425
$783K 0.03%
8,562
+1,052
15 16
17
18 19