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
826
$170K 0.01%
1,200
827
$169K 0.01%
9,330
828
$168K 0.01%
1,676
-9
829
$167K 0.01%
3,150
830
$167K 0.01%
708
831
$167K 0.01%
2,264
832
$167K 0.01%
2,356
-32
833
$167K 0.01%
964
-236
834
$166K 0.01%
2,720
+19
835
$166K 0.01%
3,967
836
$165K 0.01%
+1,837
837
$165K 0.01%
+6,590
838
$165K 0.01%
3,264
+1
839
$164K 0.01%
6,694
+445
840
$164K 0.01%
10,968
-132,088
841
$164K 0.01%
1,356
+120
842
$162K 0.01%
6,451
+1,038
843
$161K 0.01%
41,711
-17,858
844
$161K 0.01%
740
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845
$161K 0.01%
3,152
+2
846
$160K 0.01%
1,027
-10
847
$159K 0.01%
3,673
-1,839
848
$159K 0.01%
821
+645
849
$158K 0.01%
15,500
-2,800
850
$157K 0.01%
3,261
32 33
34
35 36