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
126
$4.47M 0.15%
20,815
+19,695
127
$4.44M 0.15%
20,563
+1,350
128
$4.41M 0.15%
10,441
+1,316
129
$4.38M 0.15%
21,537
+147
130
$4.38M 0.15%
38,873
-43,368
131
$4.36M 0.15%
94,607
-2,221
132
$4.26M 0.15%
27,463
+9,033
133
$4.08M 0.14%
68,949
+6,619
134
$4.07M 0.14%
25,148
+8,824
135
$3.97M 0.14%
66,234
-6,921
136
$3.82M 0.13%
18,660
-15,285
137
$3.76M 0.13%
13,454
+1,197
138
$3.71M 0.13%
88,362
+6,875
139
$3.7M 0.13%
38,286
+3,218
140
$3.68M 0.13%
8,629
+1,447
141
$3.59M 0.12%
8,036
-13,866
142
$3.56M 0.12%
11,038
-767
143
$3.55M 0.12%
129,831
+608
144
$3.53M 0.12%
36,588
-1,397
145
$3.53M 0.12%
31,907
-10,551
146
$3.51M 0.12%
78,546
-53,542
147
$3.47M 0.12%
109,640
148
$3.44M 0.12%
12,202
+136
149
$3.42M 0.12%
41,395
+678
150
$3.39M 0.12%
25,292
+4,073
4 5
6
7 8