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
601
$383K 0.01%
11,208
+4,221
602
$381K 0.01%
9,227
+2,004
603
$378K 0.01%
6,223
+1,717
604
$378K 0.01%
39,200
605
$378K 0.01%
13,346
+26
606
$377K 0.01%
10,869
+6,024
607
$375K 0.01%
12,778
+29
608
$375K 0.01%
12,970
+1,122
609
$374K 0.01%
+3,020
610
$372K 0.01%
8,903
-318
611
$372K 0.01%
3,126
+458
612
$371K 0.01%
2,400
-200
613
$371K 0.01%
7,563
+44
614
$366K 0.01%
746
-143
615
$366K 0.01%
5,710
+2,914
616
$364K 0.01%
7,168
617
$364K 0.01%
2,717
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618
$363K 0.01%
4,956
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619
$363K 0.01%
3,329
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620
$363K 0.01%
12,244
-98,614
621
$362K 0.01%
1,719
-14,912
622
$362K 0.01%
791
+104
623
$356K 0.01%
43,500
-2,550
624
$352K 0.01%
9,455
625
$352K 0.01%
3,977
+595
23 24
25
26 27