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
676
$297K 0.01%
2,074
-521
677
$294K 0.01%
7,895
-770
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$294K 0.01%
1,376
+5
679
$293K 0.01%
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680
$292K 0.01%
775
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681
$291K 0.01%
4,649
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682
$289K 0.01%
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683
$288K 0.01%
1,542
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684
$288K 0.01%
6,121
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685
$287K 0.01%
7,986
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686
$287K 0.01%
11,986
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687
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7,112
688
$284K 0.01%
904
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689
$282K 0.01%
3,592
-209
690
$281K 0.01%
4,258
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691
$281K 0.01%
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693
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5,352
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695
$276K 0.01%
2,409
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696
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+8,902
697
$275K 0.01%
894
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698
$274K 0.01%
1,900
-1,233
699
$274K 0.01%
2,319
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700
$273K 0.01%
5,143
+4
26 27
28
29 30