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
1051
$83.9K ﹤0.01%
23
1052
$83.9K ﹤0.01%
1,428
-53
1053
$83.9K ﹤0.01%
1,404
+98
1054
$83.8K ﹤0.01%
7,565
+350
1055
$83.5K ﹤0.01%
8,223
+385
1056
$83.4K ﹤0.01%
1,040
1057
$83.4K ﹤0.01%
547
+245
1058
$83.4K ﹤0.01%
1,535
+147
1059
$83.2K ﹤0.01%
2,606
-1,436
1060
$83.1K ﹤0.01%
1,212
-2,036
1061
$82.9K ﹤0.01%
7,766
+25
1062
$82.8K ﹤0.01%
413
+282
1063
$82.7K ﹤0.01%
1,520
-59,341
1064
$82.7K ﹤0.01%
325
1065
$82.6K ﹤0.01%
566
-320
1066
$82.3K ﹤0.01%
379
1067
$82.3K ﹤0.01%
67
-71
1068
$82.2K ﹤0.01%
653
1069
$82.2K ﹤0.01%
516
+1
1070
$82.2K ﹤0.01%
4,146
1071
$81.9K ﹤0.01%
1,900
1072
$81.9K ﹤0.01%
1,717
-12
1073
$81K ﹤0.01%
5,733
+200
1074
$80.3K ﹤0.01%
1,216
1075
$79.8K ﹤0.01%
959
-22
41 42
43
44 45