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
551
$461K 0.02%
5,091
+1,807
552
$457K 0.02%
5,960
-268
553
$453K 0.02%
6,492
+1,255
554
$452K 0.02%
7,530
-2,493
555
$448K 0.02%
9,434
-481,988
556
$446K 0.02%
8,934
+1,483
557
$446K 0.02%
8,779
+56
558
$445K 0.02%
5,331
+44
559
$444K 0.02%
13,939
+1,499
560
$441K 0.02%
3,505
+440
561
$441K 0.02%
2,288
-7,665
562
$439K 0.01%
12,011
+596
563
$439K 0.01%
37,547
+6,000
564
$436K 0.01%
8,819
+2,483
565
$435K 0.01%
5,397
-189
566
$435K 0.01%
22,494
-1,954
567
$433K 0.01%
3,846
-708
568
$431K 0.01%
4,292
+1,437
569
$429K 0.01%
9,490
+9
570
$427K 0.01%
2,082
-6,766
571
$427K 0.01%
3,206
+228
572
$426K 0.01%
4,129
+27
573
$425K 0.01%
4,325
-186
574
$425K 0.01%
2,736
-155
575
$424K 0.01%
2,863
+5
21 22
23
24 25