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
1876
$7.03K ﹤0.01%
253
-55
1877
$7.01K ﹤0.01%
136
1878
$7K ﹤0.01%
188
1879
$6.97K ﹤0.01%
75
1880
$6.96K ﹤0.01%
86
1881
$6.94K ﹤0.01%
300
1882
$6.92K ﹤0.01%
92
1883
$6.89K ﹤0.01%
100
1884
$6.79K ﹤0.01%
110
1885
$6.74K ﹤0.01%
105
1886
$6.72K ﹤0.01%
350
1887
$6.69K ﹤0.01%
104
1888
$6.69K ﹤0.01%
500
1889
$6.68K ﹤0.01%
+200
1890
$6.65K ﹤0.01%
101
+85
1891
$6.63K ﹤0.01%
245
+69
1892
$6.6K ﹤0.01%
226
1893
$6.59K ﹤0.01%
67
1894
$6.51K ﹤0.01%
65
-3,158
1895
$6.45K ﹤0.01%
208
1896
$6.45K ﹤0.01%
1,600
1897
$6.42K ﹤0.01%
194
1898
$6.41K ﹤0.01%
31
1899
$6.41K ﹤0.01%
220
1900
$6.35K ﹤0.01%
183
74 75
76
77 78