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
476
$635K 0.02%
4,466
477
$630K 0.02%
14,318
+2,920
478
$629K 0.02%
9,403
-942
479
$615K 0.02%
4,969
-499
480
$614K 0.02%
19,551
-493
481
$614K 0.02%
13,112
+7,940
482
$613K 0.02%
8,570
+29
483
$608K 0.02%
8,544
+4,534
484
$604K 0.02%
6,450
-2,016
485
$602K 0.02%
1,010
+1
486
$601K 0.02%
9,167
-110
487
$595K 0.02%
4,587
-161
488
$592K 0.02%
8,676
-812
489
$587K 0.02%
11,867
+2,561
490
$587K 0.02%
711
+99
491
$586K 0.02%
23,337
-6,150
492
$586K 0.02%
+28,912
493
$585K 0.02%
27,950
494
$581K 0.02%
40,202
+2,838
495
$580K 0.02%
11,601
+11,506
496
$579K 0.02%
3,084
-2,930
497
$564K 0.02%
5,028
-40
498
$559K 0.02%
1,789
-4,235
499
$559K 0.02%
7,412
-334
500
$558K 0.02%
10,467
+61
18 19
20
21 22