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
501
$550K 0.02%
3,437
+772
502
$549K 0.02%
4,052
-19
503
$548K 0.02%
2,575
+18
504
$546K 0.02%
4,463
505
$545K 0.02%
3,461
-925
506
$539K 0.02%
855
+1
507
$538K 0.02%
13,561
-141
508
$538K 0.02%
40,325
-3,000
509
$538K 0.02%
1,833
-2,088
510
$536K 0.02%
4,803
-390
511
$534K 0.02%
15,558
-920
512
$528K 0.02%
12,460
-1,122
513
$527K 0.02%
7,186
+1,020
514
$524K 0.02%
3,977
+3,877
515
$523K 0.02%
8,454
+37
516
$522K 0.02%
3,917
-10,633
517
$522K 0.02%
10,704
+181
518
$521K 0.02%
13,800
-153
519
$510K 0.02%
6,065
-17,340
520
$509K 0.02%
6,698
+11
521
$506K 0.02%
12,339
-1,085
522
$502K 0.02%
23,662
-715
523
$502K 0.02%
182,514
+24,639
524
$500K 0.02%
11,131
+1
525
$498K 0.02%
14,053
-630
19 20
21
22 23