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
951
$111K ﹤0.01%
311
-3
952
$111K ﹤0.01%
8,520
953
$110K ﹤0.01%
483
-212
954
$110K ﹤0.01%
+3,922
955
$109K ﹤0.01%
1,633
+1,042
956
$109K ﹤0.01%
1,043
+61
957
$109K ﹤0.01%
2,204
958
$109K ﹤0.01%
6,331
-684
959
$109K ﹤0.01%
1,691
960
$108K ﹤0.01%
8,350
-94
961
$108K ﹤0.01%
4,405
-1,000
962
$108K ﹤0.01%
1,247
-1,167
963
$108K ﹤0.01%
1,432
-162
964
$107K ﹤0.01%
3,555
-8,913
965
$107K ﹤0.01%
2,257
-223
966
$106K ﹤0.01%
1,862
-1,010
967
$106K ﹤0.01%
475
+56
968
$106K ﹤0.01%
367
+41
969
$105K ﹤0.01%
8,400
+4,845
970
$105K ﹤0.01%
558
+21
971
$105K ﹤0.01%
626
972
$105K ﹤0.01%
9,000
973
$104K ﹤0.01%
1,695
-15
974
$104K ﹤0.01%
1,108
+2
975
$103K ﹤0.01%
8,947
+24
37 38
39
40 41