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
1326
$37.1K ﹤0.01%
4,260
1327
$37K ﹤0.01%
+5,600
1328
$36.9K ﹤0.01%
1,521
+977
1329
$36.6K ﹤0.01%
689
-47
1330
$36.6K ﹤0.01%
5,203
+92
1331
$36.5K ﹤0.01%
847
+51
1332
$36.4K ﹤0.01%
2,850
-546
1333
$36.4K ﹤0.01%
3,500
1334
$36.2K ﹤0.01%
3,821
-110
1335
$36.2K ﹤0.01%
605
1336
$36.1K ﹤0.01%
200
1337
$36K ﹤0.01%
444
-6
1338
$36K ﹤0.01%
978
-568
1339
$35.4K ﹤0.01%
386
-3,665
1340
$35.2K ﹤0.01%
615
+183
1341
$35.1K ﹤0.01%
4,660
1342
$35.1K ﹤0.01%
1,459
+159
1343
$35K ﹤0.01%
528
1344
$34.9K ﹤0.01%
141
1345
$34.9K ﹤0.01%
1,421
1346
$34.9K ﹤0.01%
707
+54
1347
$34.7K ﹤0.01%
4,235
1348
$34.7K ﹤0.01%
2,730
+185
1349
$34.6K ﹤0.01%
705
+110
1350
$34.6K ﹤0.01%
681
+2
52 53
54
55 56