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
26
$21.9M 0.75%
117,387
-2,026
27
$21.8M 0.74%
467,336
-1,421,604
28
$21M 0.71%
177,377
-27,673
29
$20.7M 0.7%
27,127
-138
30
$19.8M 0.67%
165,230
+4,760
31
$19.8M 0.67%
415,375
-4,318
32
$19.2M 0.65%
342,418
+17,272
33
$19M 0.65%
31,684
-16,445
34
$18.9M 0.64%
33,238
+2,248
35
$18.8M 0.64%
366,321
+217,166
36
$17.9M 0.61%
246,449
-2,417
37
$17.3M 0.59%
112,320
-28,775
38
$17.2M 0.58%
43,348
-9,425
39
$16.9M 0.57%
255,638
-14,049
40
$16.1M 0.55%
297,236
+297,203
41
$15M 0.51%
153,553
+1,919
42
$14.8M 0.5%
143,833
+3,555
43
$14.6M 0.5%
80,220
+513
44
$14.6M 0.5%
224,176
-9,405
45
$14.3M 0.49%
29,219
+4,847
46
$14.1M 0.48%
315,003
-3,189
47
$13.8M 0.47%
27,428
-2,595
48
$13.7M 0.47%
40,182
-496
49
$12.9M 0.44%
92,474
-55,651
50
$12.8M 0.44%
137,532
-2,933
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