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
101
$6.16M 0.21%
8,568
+2,290
102
$6.15M 0.21%
12,888
+2,158
103
$6.01M 0.2%
17,401
+807
104
$5.99M 0.2%
104,965
-52,651
105
$5.62M 0.19%
47,254
-2,148
106
$5.51M 0.19%
49,711
+41,272
107
$5.47M 0.19%
16,752
+1,880
108
$5.43M 0.18%
181,835
-38,903
109
$5.4M 0.18%
16,419
+9,384
110
$5.27M 0.18%
52,712
-945
111
$5.23M 0.18%
23,720
+23,376
112
$5.23M 0.18%
71,173
+12,030
113
$5.18M 0.18%
+28,078
114
$5.12M 0.17%
10,775
+1,242
115
$5.09M 0.17%
20,640
+20,245
116
$5.07M 0.17%
185,794
-4,858
117
$5.07M 0.17%
242,192
+6,771
118
$5.06M 0.17%
28,971
-367
119
$5.03M 0.17%
64,467
+1,448
120
$5.03M 0.17%
99,419
-467
121
$4.96M 0.17%
7,113
+1,009
122
$4.92M 0.17%
28,778
+352
123
$4.88M 0.17%
20,153
+166
124
$4.85M 0.17%
250,320
+249,840
125
$4.85M 0.17%
108,836
+63,680
3 4
5
6 7