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
1301
$40.6K ﹤0.01%
240
+44
1302
$40.4K ﹤0.01%
4,305
+110
1303
$40.2K ﹤0.01%
1,340
1304
$40.1K ﹤0.01%
1,000
-200
1305
$40K ﹤0.01%
575
1306
$40K ﹤0.01%
174
+100
1307
$39.9K ﹤0.01%
1,060
1308
$39.8K ﹤0.01%
+100
1309
$39.6K ﹤0.01%
918
-10
1310
$39.6K ﹤0.01%
512
1311
$39.5K ﹤0.01%
1,063
-204
1312
$39.4K ﹤0.01%
18,774
+6,669
1313
$39.3K ﹤0.01%
383
-303
1314
$39.3K ﹤0.01%
131
+43
1315
$39.2K ﹤0.01%
5,670
1316
$39.1K ﹤0.01%
2,300
-240
1317
$39K ﹤0.01%
696
-62
1318
$38.9K ﹤0.01%
2,130
-160
1319
$38.8K ﹤0.01%
3,150
-8,250
1320
$38.7K ﹤0.01%
1,108
1321
$38.1K ﹤0.01%
725
1322
$38K ﹤0.01%
2,000
-491
1323
$37.7K ﹤0.01%
2,379
1324
$37.4K ﹤0.01%
305
+2
1325
$37.4K ﹤0.01%
306
51 52
53
54 55