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
751
$224K 0.01%
5,224
+1,277
752
$223K 0.01%
1,563
-560
753
$223K 0.01%
+8,356
754
$223K 0.01%
4,114
+2,850
755
$221K 0.01%
3,749
-285,030
756
$220K 0.01%
4,442
-660
757
$220K 0.01%
2,349
-250
758
$218K 0.01%
35,677
+31,377
759
$218K 0.01%
2,731
-1,124
760
$218K 0.01%
5,121
-2,356
761
$217K 0.01%
4,100
762
$217K 0.01%
5,345
763
$215K 0.01%
4,951
764
$215K 0.01%
10,912
+3,436
765
$214K 0.01%
2,074
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766
$214K 0.01%
17,684
767
$214K 0.01%
506
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768
$214K 0.01%
428
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769
$212K 0.01%
8,025
770
$211K 0.01%
782
-54
771
$210K 0.01%
5,527
-2,565
772
$209K 0.01%
3,387
+1
773
$209K 0.01%
485
+433
774
$209K 0.01%
12,384
+2,478
775
$207K 0.01%
3,337
-118,720
29 30
31
32 33