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
1276
$44.3K ﹤0.01%
1,031
-103
1277
$44.2K ﹤0.01%
1,967
-4,148
1278
$44.2K ﹤0.01%
171
+4
1279
$44.1K ﹤0.01%
1,768
1280
$43.9K ﹤0.01%
550
1281
$43.8K ﹤0.01%
2,348
+42
1282
$43.7K ﹤0.01%
1,234
-718
1283
$43.2K ﹤0.01%
7,950
1284
$43.2K ﹤0.01%
214
+2
1285
$43.1K ﹤0.01%
1,726
+12
1286
$42.9K ﹤0.01%
931
1287
$42.8K ﹤0.01%
576
+2
1288
$42.6K ﹤0.01%
1,084
-125
1289
$42K ﹤0.01%
1,163
1290
$42K ﹤0.01%
650
1291
$41.9K ﹤0.01%
345
-695
1292
$41.7K ﹤0.01%
211
-1
1293
$41.7K ﹤0.01%
179
-103
1294
$41.6K ﹤0.01%
1,085
1295
$41.6K ﹤0.01%
114
1296
$41.5K ﹤0.01%
+156
1297
$41.5K ﹤0.01%
234
-1
1298
$41.3K ﹤0.01%
381
+349
1299
$41.3K ﹤0.01%
150
-8
1300
$41.1K ﹤0.01%
294
-224
50 51
52
53 54