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
76
$8.4M 0.29%
18,891
-2,842
77
$8.35M 0.28%
123,109
+701
78
$8.33M 0.28%
23,622
+10,901
79
$8.08M 0.28%
111,067
+13,151
80
$8.01M 0.27%
71,976
-1,003
81
$7.83M 0.27%
+120,692
82
$7.65M 0.26%
175,464
+1,590
83
$7.6M 0.26%
20,805
-148
84
$7.26M 0.25%
115,212
-12,639
85
$7.03M 0.24%
89,743
-37,855
86
$7.02M 0.24%
43,288
+30,400
87
$6.91M 0.24%
32,628
-6,436
88
$6.9M 0.23%
55,783
+14,397
89
$6.86M 0.23%
20,902
-212
90
$6.82M 0.23%
167,282
+29,606
91
$6.79M 0.23%
2,906
+461
92
$6.42M 0.22%
67,229
+8,883
93
$6.39M 0.22%
8,901
-46
94
$6.38M 0.22%
98,213
+85,368
95
$6.38M 0.22%
71,588
+2,309
96
$6.29M 0.21%
113,604
-5,844
97
$6.27M 0.21%
28,577
+27,726
98
$6.25M 0.21%
20,964
+20,669
99
$6.17M 0.21%
91,744
+4,120
100
$6.16M 0.21%
17,544
+2,509
2 3
4
5 6