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
1751
$9.91K ﹤0.01%
777
1752
$9.88K ﹤0.01%
313
+22
1753
$9.88K ﹤0.01%
535
1754
$9.87K ﹤0.01%
119
1755
$9.82K ﹤0.01%
110
1756
$9.81K ﹤0.01%
35
+13
1757
$9.77K ﹤0.01%
242
1758
$9.75K ﹤0.01%
275
1759
$9.73K ﹤0.01%
+750
1760
$9.7K ﹤0.01%
179
+166
1761
$9.67K ﹤0.01%
352
1762
$9.65K ﹤0.01%
+187
1763
$9.6K ﹤0.01%
311
1764
$9.59K ﹤0.01%
356
+62
1765
$9.56K ﹤0.01%
131
-50
1766
$9.44K ﹤0.01%
564
1767
$9.44K ﹤0.01%
100
+26
1768
$9.41K ﹤0.01%
100
1769
$9.41K ﹤0.01%
271
+1
1770
$9.31K ﹤0.01%
94
-7
1771
$9.3K ﹤0.01%
87
+1
1772
$9.26K ﹤0.01%
217
-100
1773
$9.24K ﹤0.01%
52
-50
1774
$9.23K ﹤0.01%
264
-700
1775
$9.23K ﹤0.01%
230
69 70
71
72 73