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
576
$420K 0.01%
5,321
-175
577
$418K 0.01%
8,153
-276,618
578
$416K 0.01%
+2,126
579
$416K 0.01%
3,746
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580
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2,711
-182
581
$412K 0.01%
9,276
-4,838
582
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1,459
-156
583
$412K 0.01%
1,371
-93
584
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57,349
+3,845
585
$408K 0.01%
443
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586
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2,050
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587
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16,704
-50
588
$406K 0.01%
14,614
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589
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1,070
590
$403K 0.01%
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591
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594
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6,845
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595
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596
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21,361
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597
$388K 0.01%
800
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598
$386K 0.01%
5,049
+62
599
$385K 0.01%
8,425
+23
600
$384K 0.01%
7,619
-354
22 23
24
25 26