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
1776
$9.23K ﹤0.01%
294
1777
$9.22K ﹤0.01%
145
+75
1778
$9.21K ﹤0.01%
329
1779
$9.19K ﹤0.01%
956
+21
1780
$9.17K ﹤0.01%
68
1781
$9.11K ﹤0.01%
3,350
-1,000
1782
$9.1K ﹤0.01%
52
1783
$9.08K ﹤0.01%
119
1784
$9.03K ﹤0.01%
367
+4
1785
$8.97K ﹤0.01%
800
1786
$8.96K ﹤0.01%
68
+19
1787
$8.93K ﹤0.01%
264
1788
$8.91K ﹤0.01%
95
-5
1789
$8.88K ﹤0.01%
125
+1
1790
$8.84K ﹤0.01%
200
+30
1791
$8.84K ﹤0.01%
1,838
-99
1792
$8.8K ﹤0.01%
224
1793
$8.8K ﹤0.01%
214
-30
1794
$8.79K ﹤0.01%
98
1795
$8.79K ﹤0.01%
175
+42
1796
$8.74K ﹤0.01%
260
1797
$8.72K ﹤0.01%
171
+2
1798
$8.71K ﹤0.01%
205
1799
$8.67K ﹤0.01%
+100
1800
$8.66K ﹤0.01%
+402
70 71
72
73 74