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
1001
$94.9K ﹤0.01%
121
-775
1002
$94.7K ﹤0.01%
1,635
-425
1003
$94.7K ﹤0.01%
1,246
+337
1004
$94.4K ﹤0.01%
787
1005
$94.3K ﹤0.01%
207
+2
1006
$93.8K ﹤0.01%
1,119
+2
1007
$93.6K ﹤0.01%
41,971
1008
$93.5K ﹤0.01%
7,782
-500
1009
$93.4K ﹤0.01%
2,785
-150
1010
$93.1K ﹤0.01%
292
+7
1011
$93.1K ﹤0.01%
964
+89
1012
$92.8K ﹤0.01%
3,966
+11
1013
$92.6K ﹤0.01%
3,070
1014
$92.5K ﹤0.01%
2,594
+1,784
1015
$92K ﹤0.01%
10,221
-140
1016
$91.7K ﹤0.01%
2,500
1017
$91.5K ﹤0.01%
1,963
+68
1018
$91.5K ﹤0.01%
6,500
1019
$90.8K ﹤0.01%
2,000
1020
$90.5K ﹤0.01%
4,517
+22
1021
$90.3K ﹤0.01%
860
+92
1022
$90.3K ﹤0.01%
383
-65
1023
$90.1K ﹤0.01%
1,992
+8
1024
$90K ﹤0.01%
5,812
-345
1025
$89.1K ﹤0.01%
898
-262
39 40
41
42 43