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
876
$146K 0.01%
7,603
-3
877
$146K 0.01%
1,053
878
$145K ﹤0.01%
1,889
879
$145K ﹤0.01%
14,000
880
$144K ﹤0.01%
2,360
-9,351
881
$143K ﹤0.01%
913
-3
882
$143K ﹤0.01%
6,970
+6,878
883
$141K ﹤0.01%
4,914
-4,465
884
$141K ﹤0.01%
983
-50
885
$141K ﹤0.01%
5,362
+178
886
$141K ﹤0.01%
741
+37
887
$141K ﹤0.01%
955
888
$140K ﹤0.01%
3,412
-203
889
$140K ﹤0.01%
488
-2
890
$140K ﹤0.01%
3,009
-3,886
891
$140K ﹤0.01%
7,930
+1,285
892
$139K ﹤0.01%
12,007
+2,000
893
$139K ﹤0.01%
3,810
-1,505
894
$138K ﹤0.01%
1,673
-954
895
$137K ﹤0.01%
1,181
896
$137K ﹤0.01%
6,562
897
$136K ﹤0.01%
1,650
-296
898
$134K ﹤0.01%
2,196
+51
899
$134K ﹤0.01%
5,706
+182
900
$134K ﹤0.01%
1,756
+1
34 35
36
37 38