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
1726
$10.6K ﹤0.01%
42
1727
$10.6K ﹤0.01%
200
1728
$10.6K ﹤0.01%
1,061
1729
$10.5K ﹤0.01%
101
+1
1730
$10.5K ﹤0.01%
82
1731
$10.5K ﹤0.01%
99
+52
1732
$10.4K ﹤0.01%
6,510
1733
$10.4K ﹤0.01%
69
+65
1734
$10.4K ﹤0.01%
116
1735
$10.4K ﹤0.01%
83
+12
1736
$10.4K ﹤0.01%
+633
1737
$10.4K ﹤0.01%
24
-27
1738
$10.3K ﹤0.01%
417
+121
1739
$10.2K ﹤0.01%
1,326
-270
1740
$10.2K ﹤0.01%
115
-136
1741
$10.2K ﹤0.01%
620
-28,430
1742
$10.2K ﹤0.01%
919
+636
1743
$10.1K ﹤0.01%
110
1744
$10.1K ﹤0.01%
2,640
+1,925
1745
$10.1K ﹤0.01%
104
1746
$10.1K ﹤0.01%
1,000
1747
$9.98K ﹤0.01%
100
+80
1748
$9.97K ﹤0.01%
277
1749
$9.96K ﹤0.01%
250
1750
$9.93K ﹤0.01%
189
68 69
70
71 72