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
1601
$15.7K ﹤0.01%
+200
1602
$15.7K ﹤0.01%
284
+7
1603
$15.7K ﹤0.01%
99
-506
1604
$15.6K ﹤0.01%
553
+339
1605
$15.6K ﹤0.01%
4,500
-5,000
1606
$15.6K ﹤0.01%
173
+2
1607
$15.5K ﹤0.01%
480
1608
$15.4K ﹤0.01%
1,535
1609
$15.3K ﹤0.01%
611
+7
1610
$15.3K ﹤0.01%
69
-1
1611
$15.3K ﹤0.01%
686
-1,498
1612
$15.3K ﹤0.01%
510
1613
$15.3K ﹤0.01%
109
-9
1614
$15.3K ﹤0.01%
267
1615
$15.2K ﹤0.01%
+662
1616
$15.2K ﹤0.01%
682
+510
1617
$15.1K ﹤0.01%
167
1618
$15K ﹤0.01%
400
1619
$15K ﹤0.01%
1,480
+31
1620
$14.9K ﹤0.01%
400
1621
$14.9K ﹤0.01%
92
-4
1622
$14.8K ﹤0.01%
281
+13
1623
$14.6K ﹤0.01%
1,833
1624
$14.6K ﹤0.01%
134
-8,767
1625
$14.6K ﹤0.01%
400
+100
63 64
65
66 67