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
426
$779K 0.03%
+20,126
427
$777K 0.03%
7,037
-541
428
$770K 0.03%
31,050
+5,646
429
$770K 0.03%
15,333
-2,393
430
$768K 0.03%
2,374
+52
431
$760K 0.03%
14,334
-281
432
$760K 0.03%
5,217
433
$759K 0.03%
21,572
-1,680
434
$759K 0.03%
9,028
-9,709
435
$759K 0.03%
11,563
-187
436
$746K 0.03%
4,186
+4,026
437
$741K 0.03%
9,242
+103
438
$741K 0.03%
18,003
-1,606
439
$736K 0.03%
89,763
-2,906
440
$735K 0.03%
5,023
-643
441
$733K 0.02%
5,684
-17,229
442
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15,963
+1,675
443
$726K 0.02%
8,361
+2,852
444
$722K 0.02%
17,001
-2,103
445
$721K 0.02%
5,333
+280
446
$714K 0.02%
25,665
447
$709K 0.02%
16,052
-84
448
$705K 0.02%
3,001
+100
449
$703K 0.02%
18,353
450
$698K 0.02%
3,717
-1,221
16 17
18
19 20