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
526
$497K 0.02%
3,340
+739
527
$495K 0.02%
1,907
-1,291
528
$494K 0.02%
2,762
+62
529
$493K 0.02%
4,422
+2,259
530
$493K 0.02%
1,590
-100
531
$492K 0.02%
3,300
-138
532
$491K 0.02%
17,700
533
$490K 0.02%
993
+248
534
$486K 0.02%
3,004
+422
535
$486K 0.02%
17,397
536
$486K 0.02%
2,041
-42
537
$485K 0.02%
11,121
-18,721
538
$482K 0.02%
10,717
+1,533
539
$478K 0.02%
10,827
-220
540
$478K 0.02%
4,181
+1
541
$477K 0.02%
16,091
+39
542
$477K 0.02%
4,715
+631
543
$475K 0.02%
3,619
-323
544
$471K 0.02%
37,617
+730
545
$471K 0.02%
2,662
+366
546
$470K 0.02%
2,675
-3,627
547
$469K 0.02%
24,415
-1,557
548
$468K 0.02%
2,432
-266
549
$467K 0.02%
4,262
-116
550
$464K 0.02%
14,432
-427
20 21
22
23 24