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
1626
$14.5K ﹤0.01%
31
-62
1627
$14.4K ﹤0.01%
400
1628
$14.4K ﹤0.01%
48
1629
$14.3K ﹤0.01%
8
+5
1630
$14.3K ﹤0.01%
111
+2
1631
$14.3K ﹤0.01%
172
-1,086
1632
$14.2K ﹤0.01%
+8,000
1633
$14.1K ﹤0.01%
251
1634
$14.1K ﹤0.01%
458
+263
1635
$14.1K ﹤0.01%
400
1636
$14K ﹤0.01%
405
-12
1637
$14K ﹤0.01%
114
-608
1638
$14K ﹤0.01%
200
+17
1639
$13.9K ﹤0.01%
123
+1
1640
$13.8K ﹤0.01%
1,089
-1,000
1641
$13.8K ﹤0.01%
84
+47
1642
$13.7K ﹤0.01%
144
-27
1643
$13.7K ﹤0.01%
558
-29
1644
$13.5K ﹤0.01%
182
+15
1645
$13.5K ﹤0.01%
227
1646
$13.2K ﹤0.01%
249
+194
1647
$13.2K ﹤0.01%
47
1648
$13.2K ﹤0.01%
428
-50
1649
$13.2K ﹤0.01%
70
-2
1650
$13.2K ﹤0.01%
+100
64 65
66
67 68