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
1851
$7.64K ﹤0.01%
704
+492
1852
$7.63K ﹤0.01%
100
1853
$7.6K ﹤0.01%
73
1854
$7.58K ﹤0.01%
183
+3
1855
$7.57K ﹤0.01%
299
1856
$7.56K ﹤0.01%
+280
1857
$7.53K ﹤0.01%
160
1858
$7.52K ﹤0.01%
100
1859
$7.52K ﹤0.01%
162
+53
1860
$7.45K ﹤0.01%
126
+12
1861
$7.44K ﹤0.01%
100
1862
$7.43K ﹤0.01%
107
+2
1863
$7.39K ﹤0.01%
300
-100
1864
$7.39K ﹤0.01%
100
1865
$7.37K ﹤0.01%
517
1866
$7.34K ﹤0.01%
900
1867
$7.34K ﹤0.01%
132
+6
1868
$7.34K ﹤0.01%
1,000
1869
$7.33K ﹤0.01%
500
1870
$7.22K ﹤0.01%
108
+1
1871
$7.15K ﹤0.01%
212
+1
1872
$7.12K ﹤0.01%
82
-114
1873
$7.11K ﹤0.01%
+700
1874
$7.1K ﹤0.01%
50
1875
$7.03K ﹤0.01%
47
+3
73 74
75
76 77