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
726
$248K 0.01%
5,271
-1,034
727
$246K 0.01%
2,048
+1,719
728
$246K 0.01%
2,205
+1,104
729
$244K 0.01%
4,405
-5,316
730
$244K 0.01%
4,902
-1,826
731
$243K 0.01%
1,455
+278
732
$241K 0.01%
30
733
$241K 0.01%
5,903
-412
734
$240K 0.01%
9,343
+10
735
$239K 0.01%
2,822
+665
736
$236K 0.01%
911
-48
737
$236K 0.01%
4,966
738
$236K 0.01%
3,076
+1,075
739
$235K 0.01%
1,020
+513
740
$234K 0.01%
5,111
-1
741
$234K 0.01%
6,393
+17
742
$233K 0.01%
2,289
+1,983
743
$232K 0.01%
5,637
-1,219
744
$230K 0.01%
1,692
+152
745
$230K 0.01%
2,331
+1,332
746
$229K 0.01%
+4,583
747
$227K 0.01%
5,666
748
$226K 0.01%
9,907
-1,150
749
$226K 0.01%
7,164
-1,275
750
$225K 0.01%
3,600
28 29
30
31 32