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
1151
$64.5K ﹤0.01%
1,523
-1,144
1152
$64.4K ﹤0.01%
6,510
+1,055
1153
$64.1K ﹤0.01%
1,527
+78
1154
$63.9K ﹤0.01%
698
-721
1155
$63.8K ﹤0.01%
916
1156
$63.7K ﹤0.01%
1,016
-1,500
1157
$63.6K ﹤0.01%
+317
1158
$63.5K ﹤0.01%
315
+7
1159
$63.4K ﹤0.01%
227
-12,734
1160
$63.4K ﹤0.01%
2,215
1161
$63.3K ﹤0.01%
2,919
1162
$61.5K ﹤0.01%
1,000
1163
$61.5K ﹤0.01%
700
1164
$61.4K ﹤0.01%
353
-5
1165
$61.2K ﹤0.01%
3,808
+3,341
1166
$60.8K ﹤0.01%
352
1167
$60.8K ﹤0.01%
1,393
-41
1168
$60.4K ﹤0.01%
808
+148
1169
$60K ﹤0.01%
904
1170
$60K ﹤0.01%
424
+124
1171
$59.9K ﹤0.01%
1,745
1172
$59.9K ﹤0.01%
1,173
+17
1173
$59.8K ﹤0.01%
1,185
-4,501
1174
$59.7K ﹤0.01%
419
+3
1175
$59K ﹤0.01%
2,790
45 46
47
48 49