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
801
$186K 0.01%
697
-2,752
802
$186K 0.01%
13,000
803
$185K 0.01%
9,500
804
$185K 0.01%
6,616
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805
$185K 0.01%
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806
$184K 0.01%
732
+2
807
$183K 0.01%
5,334
+2,935
808
$182K 0.01%
6,306
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810
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811
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812
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813
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2,530
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885
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815
$178K 0.01%
4,486
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816
$177K 0.01%
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817
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532
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6,884
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822
$171K 0.01%
8,481
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823
$171K 0.01%
3,805
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824
$171K 0.01%
1,835
+1
825
$170K 0.01%
18,696
+11,704
31 32
33
34 35