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
51
$12.3M 0.42%
84,650
+27,646
52
$11.9M 0.41%
125,201
-2,571
53
$11.7M 0.4%
28,843
-198
54
$11.7M 0.4%
32,805
+3,864
55
$11.6M 0.39%
77,962
+7,851
56
$11.3M 0.39%
113,439
+61,904
57
$11.3M 0.38%
10,467
-2,990
58
$10.9M 0.37%
14,116
+2,321
59
$10.7M 0.36%
25,720
+25,201
60
$10.7M 0.36%
74,435
+53,087
61
$10.4M 0.36%
40,049
+656
62
$10.2M 0.35%
49,938
+1,197
63
$10M 0.34%
51,041
-2,017
64
$9.99M 0.34%
103,529
-541
65
$9.94M 0.34%
170,818
-1,288
66
$9.93M 0.34%
12,471
+7,319
67
$9.87M 0.34%
50,735
-1,265
68
$9.54M 0.32%
176,147
+119,635
69
$9.27M 0.32%
86,028
+15,174
70
$9.11M 0.31%
32,381
+23,498
71
$9.05M 0.31%
138,668
-14,173
72
$9.04M 0.31%
132,056
-1,061
73
$9.03M 0.31%
14,678
+10,159
74
$8.71M 0.3%
108,954
-4,188
75
$8.41M 0.29%
28,635
+25,480
1 2
3
4 5