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
701
$272K 0.01%
4,851
+14
702
$272K 0.01%
7,955
+303
703
$270K 0.01%
9,075
+385
704
$268K 0.01%
13,549
-2,640
705
$268K 0.01%
1,371
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706
$266K 0.01%
3,937
-151
707
$266K 0.01%
7,710
+1,148
708
$264K 0.01%
9,794
-105
709
$264K 0.01%
4,025
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710
$263K 0.01%
13,480
-7,892
711
$263K 0.01%
6,900
712
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+612
713
$260K 0.01%
790
-230
714
$259K 0.01%
701
-2,252
715
$259K 0.01%
1,880
716
$257K 0.01%
5,395
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717
$257K 0.01%
1,487
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718
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10,944
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719
$253K 0.01%
3,373
-3,615
720
$251K 0.01%
10,495
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721
$251K 0.01%
8,061
722
$249K 0.01%
3,110
+38
723
$249K 0.01%
8,950
+588
724
$248K 0.01%
1,012
+773
725
$248K 0.01%
6,994
-66
27 28
29
30 31