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
1376
$31.8K ﹤0.01%
560
+1
1377
$31.6K ﹤0.01%
1,724
+1,230
1378
$31.6K ﹤0.01%
544
1379
$31.5K ﹤0.01%
120
-1
1380
$31.4K ﹤0.01%
180
1381
$31K ﹤0.01%
100
1382
$30.8K ﹤0.01%
400
-212
1383
$30.7K ﹤0.01%
215
1384
$30.7K ﹤0.01%
700
1385
$30.6K ﹤0.01%
1,078
+994
1386
$30.4K ﹤0.01%
2,500
1387
$30.2K ﹤0.01%
531
-194
1388
$30.1K ﹤0.01%
141
-9
1389
$29.9K ﹤0.01%
168
1390
$29.9K ﹤0.01%
446
-42,909
1391
$29.8K ﹤0.01%
1,175
-290
1392
$29.6K ﹤0.01%
+1,400
1393
$29.5K ﹤0.01%
+340
1394
$29.5K ﹤0.01%
1,145
1395
$29.4K ﹤0.01%
251
-296
1396
$29.4K ﹤0.01%
294
+52
1397
$29.2K ﹤0.01%
269
1398
$29.2K ﹤0.01%
463
-1,315
1399
$29.1K ﹤0.01%
227
+17
1400
$29.1K ﹤0.01%
390
-19
54 55
56
57 58