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
451
$692K 0.02%
14,656
-119
452
$689K 0.02%
6,226
-1,030
453
$688K 0.02%
14,248
+7,869
454
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8,102
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455
$673K 0.02%
20,461
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456
$672K 0.02%
9,529
+18
457
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5,838
-41,034
458
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4,790
+451
459
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4,716
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460
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2,006
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461
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15,848
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462
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19,907
-300
463
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22,679
-1,604
464
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+7,950
465
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466
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467
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468
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469
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17,461
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470
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19,635
-2,423
471
$649K 0.02%
16,581
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472
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13,089
+9,155
473
$642K 0.02%
2,101
-232
474
$641K 0.02%
5,720
+1,534
475
$640K 0.02%
14,826
-2,455
17 18
19
20 21