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
1401
$28.9K ﹤0.01%
620
+238
1402
$28.8K ﹤0.01%
505
1403
$28.8K ﹤0.01%
811
1404
$28.8K ﹤0.01%
+600
1405
$28.7K ﹤0.01%
157
1406
$28.6K ﹤0.01%
2,181
+210
1407
$28.5K ﹤0.01%
502
-348
1408
$28.4K ﹤0.01%
582
-15
1409
$28.3K ﹤0.01%
2,385
1410
$28.2K ﹤0.01%
1,258
-768
1411
$28K ﹤0.01%
490
+17
1412
$27.9K ﹤0.01%
2,663
1413
$27.9K ﹤0.01%
267
-2
1414
$27.8K ﹤0.01%
+1,084
1415
$27.6K ﹤0.01%
1,433
+52
1416
$27.5K ﹤0.01%
962
1417
$27.5K ﹤0.01%
1,250
+133
1418
$27.5K ﹤0.01%
4,639
+834
1419
$27.4K ﹤0.01%
511
1420
$27.4K ﹤0.01%
753
+3
1421
$27.3K ﹤0.01%
211
-31
1422
$27.3K ﹤0.01%
395
+11
1423
$27.2K ﹤0.01%
640
+4
1424
$27.2K ﹤0.01%
1,134
+263
1425
$27.1K ﹤0.01%
1,701
55 56
57
58 59