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
1951
$5.07K ﹤0.01%
167
1952
$5.06K ﹤0.01%
134
1953
$5.02K ﹤0.01%
99
1954
$5.01K ﹤0.01%
3
-2
1955
$4.99K ﹤0.01%
148
-28
1956
$4.95K ﹤0.01%
330
1957
$4.95K ﹤0.01%
167
1958
$4.91K ﹤0.01%
258
1959
$4.9K ﹤0.01%
105
1960
$4.9K ﹤0.01%
75
1961
$4.89K ﹤0.01%
59
1962
$4.88K ﹤0.01%
200
1963
$4.87K ﹤0.01%
55
-1
1964
$4.81K ﹤0.01%
400
1965
$4.8K ﹤0.01%
37
1966
$4.78K ﹤0.01%
52
1967
$4.78K ﹤0.01%
68
1968
$4.78K ﹤0.01%
1,000
1969
$4.78K ﹤0.01%
90
+50
1970
$4.71K ﹤0.01%
34
+1
1971
$4.69K ﹤0.01%
1,000
1972
$4.68K ﹤0.01%
35
1973
$4.65K ﹤0.01%
357
+7
1974
$4.62K ﹤0.01%
141
+1
1975
$4.61K ﹤0.01%
107
77 78
79
80 81