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
1251
$47.6K ﹤0.01%
2,268
1252
$47.2K ﹤0.01%
524
-135
1253
$47.1K ﹤0.01%
1,739
-630
1254
$47.1K ﹤0.01%
17,767
-80
1255
$47K ﹤0.01%
4,000
1256
$46.9K ﹤0.01%
1,445
+665
1257
$46.9K ﹤0.01%
1,215
1258
$46.8K ﹤0.01%
4,570
1259
$46.7K ﹤0.01%
1,078
-2
1260
$46.7K ﹤0.01%
145
+10
1261
$46.6K ﹤0.01%
500
-378
1262
$46.5K ﹤0.01%
949
1263
$46.4K ﹤0.01%
1,081
+1
1264
$46.3K ﹤0.01%
807
1265
$46.3K ﹤0.01%
5,500
+3
1266
$46.2K ﹤0.01%
555
1267
$45.9K ﹤0.01%
406
+1
1268
$45.9K ﹤0.01%
569
+2
1269
$45.9K ﹤0.01%
100
-150
1270
$45.7K ﹤0.01%
441
-1,339
1271
$45.6K ﹤0.01%
1,950
+200
1272
$45.5K ﹤0.01%
970
-3,762
1273
$44.9K ﹤0.01%
1,035
+67
1274
$44.9K ﹤0.01%
7,746
+273
1275
$44.7K ﹤0.01%
1,545
49 50
51
52 53