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
926
$123K ﹤0.01%
3,132
-30
927
$122K ﹤0.01%
1,346
-715
928
$121K ﹤0.01%
+4,046
929
$121K ﹤0.01%
+6,800
930
$120K ﹤0.01%
868
+1
931
$120K ﹤0.01%
1,310
-6,018
932
$119K ﹤0.01%
1,825
933
$119K ﹤0.01%
678
+62
934
$118K ﹤0.01%
2,225
935
$118K ﹤0.01%
2,080
-3,007
936
$118K ﹤0.01%
1,000
937
$117K ﹤0.01%
4,700
+4,350
938
$116K ﹤0.01%
1,156
+266
939
$116K ﹤0.01%
614
+8
940
$116K ﹤0.01%
3,789
+1,079
941
$116K ﹤0.01%
3,943
-60
942
$115K ﹤0.01%
2,384
+327
943
$114K ﹤0.01%
920
-154
944
$114K ﹤0.01%
590
-8
945
$114K ﹤0.01%
3,208
-111
946
$113K ﹤0.01%
177
+2
947
$113K ﹤0.01%
650
948
$112K ﹤0.01%
875
-138
949
$112K ﹤0.01%
777
+80
950
$112K ﹤0.01%
411
+2
36 37
38
39 40