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
1701
$11.5K ﹤0.01%
202
+141
1702
$11.5K ﹤0.01%
135
1703
$11.4K ﹤0.01%
250
+100
1704
$11.4K ﹤0.01%
2,046
1705
$11.4K ﹤0.01%
658
-2,500
1706
$11.4K ﹤0.01%
200
1707
$11.3K ﹤0.01%
437
-9,202
1708
$11.2K ﹤0.01%
+100
1709
$11.2K ﹤0.01%
1,013
-428
1710
$11.2K ﹤0.01%
902
1711
$11.1K ﹤0.01%
+244
1712
$11.1K ﹤0.01%
408
1713
$11K ﹤0.01%
1,327
1714
$10.9K ﹤0.01%
241
1715
$10.8K ﹤0.01%
525
1716
$10.8K ﹤0.01%
600
1717
$10.8K ﹤0.01%
383
1718
$10.8K ﹤0.01%
234
+133
1719
$10.8K ﹤0.01%
2,000
1720
$10.8K ﹤0.01%
722
-8,986
1721
$10.7K ﹤0.01%
97
-3
1722
$10.7K ﹤0.01%
122
1723
$10.7K ﹤0.01%
86
1724
$10.7K ﹤0.01%
2,787
+2,527
1725
$10.7K ﹤0.01%
47
67 68
69
70 71