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
1451
$25.3K ﹤0.01%
585
-100
1452
$25.3K ﹤0.01%
928
1453
$25.3K ﹤0.01%
9,370
1454
$25.3K ﹤0.01%
252
1455
$25.2K ﹤0.01%
870
+6
1456
$25.1K ﹤0.01%
3,196
+2,496
1457
$25K ﹤0.01%
265
-31
1458
$24.9K ﹤0.01%
208
-231
1459
$24.8K ﹤0.01%
139
+1
1460
$24.7K ﹤0.01%
408
-103
1461
$24.6K ﹤0.01%
550
+250
1462
$24.6K ﹤0.01%
1,796
1463
$24.6K ﹤0.01%
2,311
1464
$24.3K ﹤0.01%
1,000
1465
$24.3K ﹤0.01%
2,240
1466
$24.1K ﹤0.01%
148
+95
1467
$24K ﹤0.01%
500
1468
$23.9K ﹤0.01%
83
+24
1469
$23.9K ﹤0.01%
293
+281
1470
$23.8K ﹤0.01%
475
1471
$23.8K ﹤0.01%
1,300
+300
1472
$23.7K ﹤0.01%
825
1473
$23.7K ﹤0.01%
+1,805
1474
$23.6K ﹤0.01%
299
1475
$23.6K ﹤0.01%
491
+82
57 58
59
60 61