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
1226
$51K ﹤0.01%
4,454
+453
1227
$51K ﹤0.01%
662
-78
1228
$51K ﹤0.01%
395
1229
$50.7K ﹤0.01%
1,747
1230
$50.5K ﹤0.01%
99
1231
$50.5K ﹤0.01%
332
+75
1232
$50.1K ﹤0.01%
508
+1
1233
$50K ﹤0.01%
3,187
-188,243
1234
$49.9K ﹤0.01%
744
-266
1235
$49.8K ﹤0.01%
+2,150
1236
$49.8K ﹤0.01%
824
+308
1237
$49.7K ﹤0.01%
1,021
+798
1238
$49.6K ﹤0.01%
356
+3
1239
$49.5K ﹤0.01%
396
1240
$49.2K ﹤0.01%
3,810
+15
1241
$49K ﹤0.01%
+142
1242
$49K ﹤0.01%
1,405
+53
1243
$48.9K ﹤0.01%
1,004
1244
$48.9K ﹤0.01%
141
-1
1245
$48.5K ﹤0.01%
15,110
1246
$48.5K ﹤0.01%
1,250
-1
1247
$48.5K ﹤0.01%
663
+20
1248
$48.5K ﹤0.01%
423
-2
1249
$48.4K ﹤0.01%
2,072
+647
1250
$48K ﹤0.01%
613
48 49
50
51 52