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
901
$134K ﹤0.01%
509
+458
902
$134K ﹤0.01%
+5,947
903
$133K ﹤0.01%
1,601
-23
904
$133K ﹤0.01%
747
-4,203
905
$132K ﹤0.01%
5,084
+157
906
$132K ﹤0.01%
913
+184
907
$132K ﹤0.01%
1,079
+202
908
$132K ﹤0.01%
5,228
-378
909
$131K ﹤0.01%
4,032
+5
910
$131K ﹤0.01%
3,152
+200
911
$131K ﹤0.01%
9,823
+263
912
$130K ﹤0.01%
5,016
+58
913
$130K ﹤0.01%
2,715
914
$130K ﹤0.01%
4,092
-19
915
$129K ﹤0.01%
2,642
-2,753
916
$129K ﹤0.01%
6,603
-197
917
$129K ﹤0.01%
2,990
918
$128K ﹤0.01%
+2,348
919
$128K ﹤0.01%
6,351
-2,250
920
$127K ﹤0.01%
1,090
+1
921
$127K ﹤0.01%
11,986
+37
922
$126K ﹤0.01%
3,650
923
$126K ﹤0.01%
12,329
924
$125K ﹤0.01%
2,927
925
$124K ﹤0.01%
3,271
35 36
37
38 39