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
1926
$5.75K ﹤0.01%
39
-5
1927
$5.74K ﹤0.01%
574
1928
$5.69K ﹤0.01%
+18
1929
$5.68K ﹤0.01%
55
1930
$5.6K ﹤0.01%
83
+3
1931
$5.6K ﹤0.01%
79
1932
$5.57K ﹤0.01%
423
+19
1933
$5.52K ﹤0.01%
181
1934
$5.5K ﹤0.01%
53
1935
$5.43K ﹤0.01%
72
1936
$5.43K ﹤0.01%
74
1937
$5.41K ﹤0.01%
189
1938
$5.39K ﹤0.01%
1,000
-1,000
1939
$5.38K ﹤0.01%
154
1940
$5.36K ﹤0.01%
+3,395
1941
$5.35K ﹤0.01%
150
1942
$5.25K ﹤0.01%
222
-1,186
1943
$5.25K ﹤0.01%
346
1944
$5.21K ﹤0.01%
50
1945
$5.2K ﹤0.01%
20
1946
$5.17K ﹤0.01%
200
-400
1947
$5.16K ﹤0.01%
77
1948
$5.14K ﹤0.01%
258
1949
$5.13K ﹤0.01%
1,374
-1,076
1950
$5.12K ﹤0.01%
441
76 77
78
79 80