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
1426
$27K ﹤0.01%
1,297
1427
$27K ﹤0.01%
91
-203
1428
$26.9K ﹤0.01%
312
-3
1429
$26.9K ﹤0.01%
639
+2
1430
$26.9K ﹤0.01%
182
-1
1431
$26.7K ﹤0.01%
+1,257
1432
$26.7K ﹤0.01%
755
+100
1433
$26.6K ﹤0.01%
365
-173
1434
$26.6K ﹤0.01%
357
-24
1435
$26.6K ﹤0.01%
+1,200
1436
$26.5K ﹤0.01%
312
+2
1437
$26.3K ﹤0.01%
550
-387
1438
$26.3K ﹤0.01%
519
-8
1439
$26.2K ﹤0.01%
+917
1440
$26.1K ﹤0.01%
488
-6
1441
$26K ﹤0.01%
1,726
-300
1442
$25.9K ﹤0.01%
370
+3
1443
$25.9K ﹤0.01%
3,400
1444
$25.8K ﹤0.01%
1,365
+4
1445
$25.8K ﹤0.01%
259
-100
1446
$25.7K ﹤0.01%
293
+42
1447
$25.6K ﹤0.01%
398
-192
1448
$25.5K ﹤0.01%
5,594
1449
$25.4K ﹤0.01%
1,042
1450
$25.3K ﹤0.01%
+1,125
56 57
58
59 60