SWM
Spire Wealth Management Portfolio holdings
AUM
$2.99B
1-Year Est. Return
23.47%
1 Year Est. Return
+23.47%
AUM
$2.94B
AUM Growth
+$154M
(+5.5%)
Holding
2,514
Top Buys
| 1 | +$24.1M | |
| 2 | +$16.1M | |
| 3 | +$11.2M | |
| 4 |
Broadcom
AVGO
|
+$10.7M |
| 5 |
Quanta Services
PWR
|
+$10.4M |
Top Sells
| 1 | +$66.4M | |
| 2 | +$22.9M | |
| 3 | +$16.8M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$14.2M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$13.1M |
Sector Composition
| 1 | Technology | 17.53% |
| 2 | Financials | 5.5% |
| 3 | Communication Services | 5.21% |
| 4 | Consumer Discretionary | 4.86% |
| 5 | Industrials | 3.19% |
