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
1676
$12.2K ﹤0.01%
489
+166
1677
$12.2K ﹤0.01%
364
1678
$12.1K ﹤0.01%
140
1679
$12.1K ﹤0.01%
223
-92
1680
$12.1K ﹤0.01%
200
1681
$12.1K ﹤0.01%
58
-348
1682
$12K ﹤0.01%
821
-23
1683
$12K ﹤0.01%
85
-38
1684
$11.9K ﹤0.01%
72
1685
$11.9K ﹤0.01%
250
1686
$11.9K ﹤0.01%
149
+1
1687
$11.8K ﹤0.01%
92
1688
$11.8K ﹤0.01%
150
1689
$11.8K ﹤0.01%
456
+5
1690
$11.8K ﹤0.01%
1,446
-1,840
1691
$11.7K ﹤0.01%
105
-78
1692
$11.7K ﹤0.01%
61
1693
$11.6K ﹤0.01%
101
+1
1694
$11.6K ﹤0.01%
500
1695
$11.6K ﹤0.01%
137
+5
1696
$11.6K ﹤0.01%
125
1697
$11.6K ﹤0.01%
96
1698
$11.6K ﹤0.01%
300
1699
$11.5K ﹤0.01%
873
+18
1700
$11.5K ﹤0.01%
121
+115
66 67
68
69 70