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
1101
$75.3K ﹤0.01%
12,464
1102
$74.8K ﹤0.01%
1,044
+41
1103
$74.5K ﹤0.01%
3,690
-854
1104
$74.1K ﹤0.01%
1,124
-88
1105
$74.1K ﹤0.01%
247
-24
1106
$74K ﹤0.01%
4,980
+1,460
1107
$73.3K ﹤0.01%
5,080
+601
1108
$73.3K ﹤0.01%
1,000
1109
$73.2K ﹤0.01%
1,190
+100
1110
$71.7K ﹤0.01%
2,633
-2,657
1111
$71.4K ﹤0.01%
+1,301
1112
$71.4K ﹤0.01%
761
+289
1113
$71.2K ﹤0.01%
1,000
1114
$71.1K ﹤0.01%
+2,200
1115
$70.9K ﹤0.01%
3,039
1116
$70.9K ﹤0.01%
700
1117
$70.8K ﹤0.01%
2,246
+655
1118
$70.7K ﹤0.01%
3,860
1119
$70.5K ﹤0.01%
13,460
+710
1120
$70.2K ﹤0.01%
679
+40
1121
$69.8K ﹤0.01%
585
1122
$69.7K ﹤0.01%
1,034
-3
1123
$69.5K ﹤0.01%
2,827
+299
1124
$69.3K ﹤0.01%
1,978
-1,278
1125
$69.2K ﹤0.01%
5,918
43 44
45
46 47