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
776
$207K 0.01%
2,855
-1,200
777
$206K 0.01%
485
-8,531
778
$204K 0.01%
887
-39
779
$203K 0.01%
10,500
780
$203K 0.01%
312
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781
$203K 0.01%
16,500
+4,500
782
$200K 0.01%
3,792
-503
783
$200K 0.01%
2,075
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784
$200K 0.01%
16,735
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785
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2,201
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786
$196K 0.01%
7,946
+1,380
787
$196K 0.01%
2,937
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788
$195K 0.01%
1,367
+34
789
$194K 0.01%
2,658
790
$194K 0.01%
4,373
-2,208
791
$194K 0.01%
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$193K 0.01%
5,927
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793
$192K 0.01%
3,380
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$189K 0.01%
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795
$189K 0.01%
2,427
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796
$189K 0.01%
2,168
797
$188K 0.01%
3,199
+107
798
$188K 0.01%
1,465
799
$188K 0.01%
4,783
-2,635
800
$188K 0.01%
1,607
30 31
32
33 34