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
851
$157K 0.01%
1,239
-169
852
$156K 0.01%
2,316
-681
853
$156K 0.01%
6,231
854
$156K 0.01%
24,908
855
$155K 0.01%
2,975
-15
856
$155K 0.01%
1,685
-100
857
$155K 0.01%
6,116
-2,682
858
$155K 0.01%
1,675
+1
859
$154K 0.01%
19,500
860
$154K 0.01%
804
-192
861
$153K 0.01%
817
-1
862
$153K 0.01%
1,561
+14
863
$152K 0.01%
3,882
864
$152K 0.01%
2,348
-30
865
$152K 0.01%
857
+26
866
$152K 0.01%
1,562
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867
$151K 0.01%
2,771
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868
$151K 0.01%
6,702
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869
$148K 0.01%
4,442
-1,552
870
$147K 0.01%
774
-241
871
$147K 0.01%
+5,000
872
$146K 0.01%
2,547
+180
873
$146K 0.01%
2,078
+1,878
874
$146K 0.01%
1,406
+225
875
$146K 0.01%
12,983
-6,190
33 34
35
36 37