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
151
$3.37M 0.11%
63,050
+14,208
152
$3.36M 0.11%
8,988
+187
153
$3.36M 0.11%
94,242
+426
154
$3.34M 0.11%
80,804
-7,754
155
$3.3M 0.11%
85,345
+62,541
156
$3.29M 0.11%
89,645
+706
157
$3.29M 0.11%
16,772
-705
158
$3.28M 0.11%
82,896
-6,115
159
$3.22M 0.11%
84,746
+2,403
160
$3.21M 0.11%
102,268
+77,061
161
$3.21M 0.11%
+110,827
162
$3.2M 0.11%
15,298
-3,085
163
$3.2M 0.11%
12,727
+1,809
164
$3.17M 0.11%
15,163
+144
165
$3.17M 0.11%
20,620
-24,356
166
$3.17M 0.11%
25,257
+1,056
167
$3.14M 0.11%
74,375
-455
168
$3.02M 0.1%
20,882
+1,472
169
$3.02M 0.1%
4
170
$3.01M 0.1%
68,594
-545
171
$3.01M 0.1%
71,389
+20,058
172
$3M 0.1%
42,043
+1,478
173
$2.99M 0.1%
52,037
-13,387
174
$2.98M 0.1%
121,775
+8,575
175
$2.91M 0.1%
81,940
+4,094
5 6
7
8 9