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
1351
$34.4K ﹤0.01%
1,262
-113
1352
$34.4K ﹤0.01%
18
-3
1353
$34.2K ﹤0.01%
3,000
-1,000
1354
$34K ﹤0.01%
3,789
-31
1355
$33.7K ﹤0.01%
8,800
-14,000
1356
$33.4K ﹤0.01%
1,788
-218
1357
$33.3K ﹤0.01%
335
1358
$33.2K ﹤0.01%
1,297
1359
$33.2K ﹤0.01%
96
+15
1360
$33.2K ﹤0.01%
7,320
+1,170
1361
$32.9K ﹤0.01%
5,093
+1,565
1362
$32.8K ﹤0.01%
345
+2
1363
$32.8K ﹤0.01%
128
+58
1364
$32.8K ﹤0.01%
176
+29
1365
$32.7K ﹤0.01%
500
1366
$32.6K ﹤0.01%
673
-47
1367
$32.5K ﹤0.01%
20,320
+400
1368
$32.4K ﹤0.01%
3,619
-300
1369
$32.3K ﹤0.01%
1,035
+3
1370
$32.2K ﹤0.01%
3,581
1371
$32.2K ﹤0.01%
468
+1
1372
$32.1K ﹤0.01%
559
-6
1373
$32K ﹤0.01%
3,272
-787
1374
$32K ﹤0.01%
558
-2
1375
$31.9K ﹤0.01%
1,709
-198
53 54
55
56 57