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
1526
$20.3K ﹤0.01%
1,550
1527
$20.2K ﹤0.01%
397
+154
1528
$20.1K ﹤0.01%
339
1529
$20.1K ﹤0.01%
222
-1
1530
$20.1K ﹤0.01%
200
1531
$20.1K ﹤0.01%
226
1532
$20K ﹤0.01%
554
1533
$20K ﹤0.01%
517
+49
1534
$19.9K ﹤0.01%
158
-126
1535
$19.9K ﹤0.01%
444
-30,330
1536
$19.6K ﹤0.01%
284
+242
1537
$19.5K ﹤0.01%
238
+38
1538
$19.5K ﹤0.01%
68
+2
1539
$19.3K ﹤0.01%
+730
1540
$19.3K ﹤0.01%
115
+1
1541
$19.3K ﹤0.01%
405
-22
1542
$19.1K ﹤0.01%
1,389
-348
1543
$19K ﹤0.01%
277
1544
$18.9K ﹤0.01%
732
-233
1545
$18.9K ﹤0.01%
1,000
+50
1546
$18.9K ﹤0.01%
+60
1547
$18.9K ﹤0.01%
1,927
+25
1548
$18.8K ﹤0.01%
365
1549
$18.8K ﹤0.01%
332
+2
1550
$18.5K ﹤0.01%
836
+286
60 61
62
63 64