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
1076
$79.7K ﹤0.01%
10,333
-59
1077
$78.7K ﹤0.01%
+3,071
1078
$78.7K ﹤0.01%
1,086
+270
1079
$78.7K ﹤0.01%
4,627
-3,373
1080
$78.6K ﹤0.01%
8,977
-2,347
1081
$78.5K ﹤0.01%
+12,656
1082
$78.4K ﹤0.01%
6,010
+1,700
1083
$78.4K ﹤0.01%
936
1084
$77.6K ﹤0.01%
558
1085
$77.5K ﹤0.01%
1,057
-454
1086
$77.2K ﹤0.01%
1,164
+25
1087
$77.1K ﹤0.01%
1,128
1088
$77K ﹤0.01%
2,166
1089
$76.9K ﹤0.01%
6,078
+16
1090
$76.8K ﹤0.01%
543
1091
$76.8K ﹤0.01%
2,500
1092
$76.6K ﹤0.01%
2,562
1093
$76.5K ﹤0.01%
15,335
+417
1094
$76.4K ﹤0.01%
987
-3,235
1095
$76.4K ﹤0.01%
7,000
1096
$76.2K ﹤0.01%
400
+300
1097
$76K ﹤0.01%
4,680
-183
1098
$75.9K ﹤0.01%
855
+426
1099
$75.7K ﹤0.01%
3,400
-186
1100
$75.6K ﹤0.01%
802
+2
42 43
44
45 46