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
1551
$18.4K ﹤0.01%
1,839
-700
1552
$18.4K ﹤0.01%
1,870
+19
1553
$18.4K ﹤0.01%
254
+4
1554
$18.3K ﹤0.01%
792
+10
1555
$18.2K ﹤0.01%
353
-127
1556
$18.1K ﹤0.01%
120
+70
1557
$18.1K ﹤0.01%
551
+7
1558
$18K ﹤0.01%
268
-9
1559
$18K ﹤0.01%
131
-2
1560
$18K ﹤0.01%
183
+95
1561
$17.9K ﹤0.01%
1,004
+804
1562
$17.9K ﹤0.01%
58
1563
$17.9K ﹤0.01%
205
1564
$17.7K ﹤0.01%
+2,000
1565
$17.7K ﹤0.01%
89
1566
$17.5K ﹤0.01%
305
+2
1567
$17.4K ﹤0.01%
229
1568
$17.3K ﹤0.01%
185
-14
1569
$17.2K ﹤0.01%
500
1570
$17.2K ﹤0.01%
207
+168
1571
$17.2K ﹤0.01%
11
-2,539
1572
$17.2K ﹤0.01%
496
+274
1573
$17.2K ﹤0.01%
+3,330
1574
$17.2K ﹤0.01%
604
1575
$17.1K ﹤0.01%
240
+200
61 62
63
64 65