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
1201
$54.9K ﹤0.01%
805
1202
$54.8K ﹤0.01%
568
-31
1203
$54.8K ﹤0.01%
557
+60
1204
$54.6K ﹤0.01%
571
-284
1205
$54.5K ﹤0.01%
536
1206
$54.2K ﹤0.01%
1,100
1207
$53.8K ﹤0.01%
475
-6
1208
$53.7K ﹤0.01%
480
1209
$53.7K ﹤0.01%
4,537
1210
$53.6K ﹤0.01%
1,165
1211
$53.6K ﹤0.01%
3,586
+198
1212
$53.3K ﹤0.01%
1,829
-1
1213
$53.1K ﹤0.01%
+509
1214
$52.7K ﹤0.01%
520
-1,157
1215
$52.7K ﹤0.01%
13,200
1216
$52.5K ﹤0.01%
1,403
-1,229
1217
$52.3K ﹤0.01%
2,383
1218
$51.9K ﹤0.01%
1,761
+36
1219
$51.8K ﹤0.01%
300
1220
$51.8K ﹤0.01%
7,670
+840
1221
$51.7K ﹤0.01%
92
+9
1222
$51.6K ﹤0.01%
800
1223
$51.6K ﹤0.01%
682
-2
1224
$51.2K ﹤0.01%
1,304
-52
1225
$51.2K ﹤0.01%
1,257
47 48
49
50 51