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
1476
$23.5K ﹤0.01%
2,645
1477
$23.5K ﹤0.01%
278
-2
1478
$23.4K ﹤0.01%
425
1479
$23.4K ﹤0.01%
411
1480
$23.4K ﹤0.01%
1,860
1481
$23.3K ﹤0.01%
167
-49
1482
$23.3K ﹤0.01%
166
+18
1483
$23.1K ﹤0.01%
188
-32
1484
$23.1K ﹤0.01%
300
-3,440
1485
$23.1K ﹤0.01%
1,035
1486
$23.1K ﹤0.01%
230
1487
$23K ﹤0.01%
300
1488
$22.8K ﹤0.01%
2,000
+800
1489
$22.7K ﹤0.01%
821
1490
$22.4K ﹤0.01%
647
-237
1491
$22.3K ﹤0.01%
551
+3
1492
$22.3K ﹤0.01%
560
1493
$22.3K ﹤0.01%
251
-30
1494
$22.2K ﹤0.01%
549
-14,262
1495
$22.1K ﹤0.01%
5,883
1496
$22.1K ﹤0.01%
430
-1
1497
$22K ﹤0.01%
300
1498
$22K ﹤0.01%
74
-1
1499
$21.9K ﹤0.01%
271
-1,170
1500
$21.8K ﹤0.01%
1,486
-5,558
58 59
60
61 62