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
1501
$21.7K ﹤0.01%
1,205
-73
1502
$21.7K ﹤0.01%
256
1503
$21.7K ﹤0.01%
323
+195
1504
$21.6K ﹤0.01%
175
1505
$21.6K ﹤0.01%
382
-11
1506
$21.6K ﹤0.01%
412
+52
1507
$21.5K ﹤0.01%
297
+1
1508
$21.5K ﹤0.01%
163
+1
1509
$21.4K ﹤0.01%
358
-5
1510
$21.3K ﹤0.01%
1,775
-205
1511
$21.2K ﹤0.01%
+712
1512
$21.2K ﹤0.01%
128
1513
$21.1K ﹤0.01%
36
1514
$21.1K ﹤0.01%
+2,415
1515
$21K ﹤0.01%
+200
1516
$21K ﹤0.01%
600
-181
1517
$21K ﹤0.01%
272
+127
1518
$20.9K ﹤0.01%
1,320
1519
$20.9K ﹤0.01%
419
1520
$20.8K ﹤0.01%
113
1521
$20.8K ﹤0.01%
321
-10
1522
$20.8K ﹤0.01%
588
+150
1523
$20.6K ﹤0.01%
1,077
-134
1524
$20.5K ﹤0.01%
66
1525
$20.5K ﹤0.01%
236
59 60
61
62 63