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
1026
$89.1K ﹤0.01%
2,524
+5
1027
$89K ﹤0.01%
1,405
+151
1028
$88.8K ﹤0.01%
1,335
+239
1029
$88.6K ﹤0.01%
806
-63
1030
$88.6K ﹤0.01%
658
-236
1031
$88.5K ﹤0.01%
3,859
-960
1032
$88.1K ﹤0.01%
1,258
-79
1033
$88K ﹤0.01%
1,863
+54
1034
$87.9K ﹤0.01%
1,576
+578
1035
$87.8K ﹤0.01%
9,285
+3
1036
$87.5K ﹤0.01%
519
+53
1037
$87.3K ﹤0.01%
16,250
1038
$87.1K ﹤0.01%
270
-19
1039
$86.6K ﹤0.01%
3,492
-33
1040
$86.5K ﹤0.01%
1,513
-400
1041
$86.5K ﹤0.01%
3,486
+9
1042
$86.2K ﹤0.01%
1,193
+14
1043
$86K ﹤0.01%
750
+45
1044
$86K ﹤0.01%
610
+9
1045
$85.2K ﹤0.01%
3,384
1046
$85K ﹤0.01%
3,758
1047
$84.6K ﹤0.01%
2,740
+49
1048
$84.2K ﹤0.01%
1,950
-148
1049
$84K ﹤0.01%
1,857
-807
1050
$84K ﹤0.01%
1,814
40 41
42
43 44