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
976
$103K ﹤0.01%
872
+1
977
$103K ﹤0.01%
8,420
+4,230
978
$103K ﹤0.01%
1,435
+901
979
$103K ﹤0.01%
10,812
+239
980
$103K ﹤0.01%
2,246
-624
981
$102K ﹤0.01%
681
+40
982
$102K ﹤0.01%
2,926
+1,002
983
$102K ﹤0.01%
1,568
-650
984
$101K ﹤0.01%
3,240
-300
985
$101K ﹤0.01%
1,075
+1,045
986
$101K ﹤0.01%
10,000
987
$100K ﹤0.01%
5,732
+92
988
$99.9K ﹤0.01%
1,192
+1
989
$99.8K ﹤0.01%
994
-32
990
$99.4K ﹤0.01%
3,895
+3,468
991
$99.3K ﹤0.01%
254
-30
992
$98.9K ﹤0.01%
4,314
+42
993
$98.4K ﹤0.01%
1,205
+56
994
$98.2K ﹤0.01%
1,150
+11
995
$98.1K ﹤0.01%
4,213
+400
996
$97.8K ﹤0.01%
1,906
-20
997
$97.5K ﹤0.01%
1,864
+9
998
$96.9K ﹤0.01%
967
-300
999
$96.7K ﹤0.01%
2,174
+80
1000
$95.1K ﹤0.01%
725
38 39
40
41 42