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
1801
$8.64K ﹤0.01%
65
1802
$8.63K ﹤0.01%
600
1803
$8.62K ﹤0.01%
268
+161
1804
$8.6K ﹤0.01%
212
1805
$8.58K ﹤0.01%
+2,000
1806
$8.56K ﹤0.01%
205
+2
1807
$8.56K ﹤0.01%
1,132
+1
1808
$8.55K ﹤0.01%
40
-52
1809
$8.51K ﹤0.01%
190
-90
1810
$8.48K ﹤0.01%
300
1811
$8.46K ﹤0.01%
186
1812
$8.44K ﹤0.01%
438
1813
$8.43K ﹤0.01%
110
+1
1814
$8.42K ﹤0.01%
1,467
-571
1815
$8.36K ﹤0.01%
125
+8
1816
$8.35K ﹤0.01%
263
+27
1817
$8.28K ﹤0.01%
1,235
+880
1818
$8.27K ﹤0.01%
300
1819
$8.26K ﹤0.01%
400
-50,797
1820
$8.26K ﹤0.01%
477
-1
1821
$8.25K ﹤0.01%
92
+8
1822
$8.25K ﹤0.01%
92
1823
$8.23K ﹤0.01%
617
1824
$8.21K ﹤0.01%
450
1825
$8.2K ﹤0.01%
20
71 72
73
74 75