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
1126
$69.2K ﹤0.01%
347
+2
1127
$68.9K ﹤0.01%
1,084
+884
1128
$68.9K ﹤0.01%
239
-115
1129
$68.8K ﹤0.01%
543
1130
$68.2K ﹤0.01%
1,293
+170
1131
$68.1K ﹤0.01%
1,680
+275
1132
$68K ﹤0.01%
2,184
-1,265
1133
$67.9K ﹤0.01%
612
+5
1134
$67.7K ﹤0.01%
826
-64
1135
$67.7K ﹤0.01%
665
+305
1136
$67.6K ﹤0.01%
+602
1137
$66.8K ﹤0.01%
1,053
+200
1138
$66.8K ﹤0.01%
6,431
-2,000
1139
$66.8K ﹤0.01%
659
+324
1140
$66.5K ﹤0.01%
6,946
-7,590
1141
$66.3K ﹤0.01%
999
+105
1142
$66.2K ﹤0.01%
10,800
1143
$66.1K ﹤0.01%
728
+2
1144
$65.3K ﹤0.01%
1,754
-5,331
1145
$65.2K ﹤0.01%
385
+9
1146
$65.2K ﹤0.01%
1,959
+1,510
1147
$65K ﹤0.01%
1,258
-658
1148
$65K ﹤0.01%
2,993
1149
$64.9K ﹤0.01%
436
-5
1150
$64.8K ﹤0.01%
478
+421
44 45
46
47 48