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
1651
$13.1K ﹤0.01%
96
-3
1652
$13.1K ﹤0.01%
335
-6
1653
$13.1K ﹤0.01%
600
1654
$13.1K ﹤0.01%
28
-69
1655
$13.1K ﹤0.01%
200
1656
$13K ﹤0.01%
262
1657
$13K ﹤0.01%
184
-200
1658
$12.9K ﹤0.01%
2,000
1659
$12.9K ﹤0.01%
217
+153
1660
$12.9K ﹤0.01%
293
1661
$12.8K ﹤0.01%
1,302
1662
$12.8K ﹤0.01%
249
1663
$12.8K ﹤0.01%
186
-10
1664
$12.7K ﹤0.01%
199
1665
$12.7K ﹤0.01%
100
1666
$12.6K ﹤0.01%
3,940
1667
$12.6K ﹤0.01%
4,359
+1,280
1668
$12.6K ﹤0.01%
51
+1
1669
$12.6K ﹤0.01%
985
+541
1670
$12.6K ﹤0.01%
39
-26
1671
$12.5K ﹤0.01%
+328
1672
$12.5K ﹤0.01%
236
1673
$12.5K ﹤0.01%
308
+4
1674
$12.4K ﹤0.01%
204
+33
1675
$12.2K ﹤0.01%
156
-9
65 66
67
68 69