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
1576
$17.1K ﹤0.01%
81
+30
1577
$17.1K ﹤0.01%
472
-67
1578
$17.1K ﹤0.01%
317
+9
1579
$16.9K ﹤0.01%
235
+31
1580
$16.8K ﹤0.01%
140
-43
1581
$16.8K ﹤0.01%
574
1582
$16.6K ﹤0.01%
310
1583
$16.6K ﹤0.01%
208
1584
$16.5K ﹤0.01%
484
+236
1585
$16.3K ﹤0.01%
1,084
-28
1586
$16.3K ﹤0.01%
524
1587
$16.3K ﹤0.01%
512
1588
$16.3K ﹤0.01%
500
1589
$16.3K ﹤0.01%
+694
1590
$16.3K ﹤0.01%
502
+6
1591
$16.2K ﹤0.01%
+635
1592
$16.1K ﹤0.01%
709
-362
1593
$16.1K ﹤0.01%
+375
1594
$16.1K ﹤0.01%
237
+149
1595
$16.1K ﹤0.01%
609
+18
1596
$16K ﹤0.01%
78
1597
$16K ﹤0.01%
188
1598
$15.9K ﹤0.01%
815
+619
1599
$15.9K ﹤0.01%
1,000
1600
$15.7K ﹤0.01%
260
-261
62 63
64
65 66