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
1901
$6.3K ﹤0.01%
69
+1
1902
$6.3K ﹤0.01%
194
1903
$6.28K ﹤0.01%
106
1904
$6.21K ﹤0.01%
60
1905
$6.19K ﹤0.01%
100
-15
1906
$6.19K ﹤0.01%
75
-395
1907
$6.17K ﹤0.01%
+289
1908
$6.09K ﹤0.01%
1,000
1909
$6.09K ﹤0.01%
1,000
1910
$6.09K ﹤0.01%
268
+157
1911
$6.08K ﹤0.01%
39
1912
$6.04K ﹤0.01%
206
-556
1913
$6.02K ﹤0.01%
227
1914
$5.99K ﹤0.01%
84
+2
1915
$5.95K ﹤0.01%
+205
1916
$5.94K ﹤0.01%
46
-165
1917
$5.94K ﹤0.01%
3,000
1918
$5.89K ﹤0.01%
96
-56
1919
$5.89K ﹤0.01%
5
-21
1920
$5.85K ﹤0.01%
61
1921
$5.83K ﹤0.01%
24
1922
$5.78K ﹤0.01%
217
+5
1923
$5.77K ﹤0.01%
91
1924
$5.77K ﹤0.01%
80
-292
1925
$5.76K ﹤0.01%
490
75 76
77
78 79