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
626
$349K 0.01%
1,456
-3,596
627
$348K 0.01%
16,018
-2,616
628
$346K 0.01%
1,235
-693
629
$345K 0.01%
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-75
630
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1,468
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631
$345K 0.01%
5,105
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632
$343K 0.01%
9,983
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633
$343K 0.01%
10,722
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634
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7,100
635
$340K 0.01%
3,565
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636
$339K 0.01%
4,116
-76
637
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552
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638
$336K 0.01%
19,881
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639
$335K 0.01%
6,917
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640
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3,334
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12,272
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644
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14,808
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645
$328K 0.01%
+6,245
646
$327K 0.01%
1,201
-46
647
$327K 0.01%
5,479
-1,707
648
$326K 0.01%
19,100
+1,678
649
$325K 0.01%
599
+50
650
$324K 0.01%
1,316
+87
24 25
26
27 28