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
651
$324K 0.01%
1,933
-11
652
$323K 0.01%
3,892
+107
653
$323K 0.01%
2,331
-228
654
$323K 0.01%
6,880
+4,580
655
$323K 0.01%
7,104
-55
656
$321K 0.01%
5,963
-15
657
$317K 0.01%
1,300
658
$315K 0.01%
11,988
659
$314K 0.01%
3,118
660
$313K 0.01%
3,860
+43
661
$313K 0.01%
1,386
+732
662
$310K 0.01%
5,661
-4,970
663
$306K 0.01%
5,855
+1,430
664
$306K 0.01%
6,791
-1,137
665
$306K 0.01%
1,029
+8
666
$303K 0.01%
1,284
-393
667
$303K 0.01%
5,079
-265
668
$302K 0.01%
553
-1
669
$300K 0.01%
7,300
670
$300K 0.01%
18,570
-384
671
$299K 0.01%
1,330
-160
672
$299K 0.01%
1,457
+657
673
$298K 0.01%
2,782
+538
674
$298K 0.01%
4,703
-189
675
$297K 0.01%
3,561
+92
25 26
27
28 29