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
1826
$8.18K ﹤0.01%
330
1827
$8.18K ﹤0.01%
125
1828
$8.11K ﹤0.01%
98
+7
1829
$8.1K ﹤0.01%
+157
1830
$8.05K ﹤0.01%
+229
1831
$8.05K ﹤0.01%
153
1832
$8.03K ﹤0.01%
250
1833
$8.03K ﹤0.01%
47
+1
1834
$7.97K ﹤0.01%
57
1835
$7.96K ﹤0.01%
1,250
-5,000
1836
$7.93K ﹤0.01%
264
+1
1837
$7.91K ﹤0.01%
35
1838
$7.91K ﹤0.01%
+157
1839
$7.88K ﹤0.01%
41
1840
$7.85K ﹤0.01%
41
+1
1841
$7.85K ﹤0.01%
73
+35
1842
$7.83K ﹤0.01%
141
+123
1843
$7.79K ﹤0.01%
79
1844
$7.79K ﹤0.01%
415
1845
$7.77K ﹤0.01%
1,000
1846
$7.77K ﹤0.01%
187
1847
$7.76K ﹤0.01%
88
1848
$7.75K ﹤0.01%
252
+2
1849
$7.72K ﹤0.01%
800
1850
$7.68K ﹤0.01%
58
+5
72 73
74
75 76