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
1176
$58.9K ﹤0.01%
1,169
-17
1177
$58.9K ﹤0.01%
830
+10
1178
$58.8K ﹤0.01%
168
1179
$58.3K ﹤0.01%
1,400
1180
$57.8K ﹤0.01%
2,722
+25
1181
$57.5K ﹤0.01%
1,154
+10
1182
$57.4K ﹤0.01%
10,970
1183
$57.4K ﹤0.01%
4,597
+1,089
1184
$57.2K ﹤0.01%
475
1185
$57K ﹤0.01%
1,147
1186
$57K ﹤0.01%
611
-57
1187
$56.9K ﹤0.01%
3,344
+261
1188
$56.8K ﹤0.01%
1,139
+519
1189
$56.5K ﹤0.01%
752
+575
1190
$56.5K ﹤0.01%
1,086
1191
$56.3K ﹤0.01%
1,323
-47
1192
$56.2K ﹤0.01%
277
-89
1193
$56K ﹤0.01%
21,714
+20,870
1194
$55.9K ﹤0.01%
1,875
+1,800
1195
$55.7K ﹤0.01%
1,969
+177
1196
$55.7K ﹤0.01%
2,245
1197
$55.4K ﹤0.01%
345
-9
1198
$55.3K ﹤0.01%
681
+116
1199
$55.2K ﹤0.01%
1,862
1200
$55.1K ﹤0.01%
399
-3
46 47
48
49 50