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
176
$2.9M 0.1%
4,249
-5,352
177
$2.87M 0.1%
26,896
-776
178
$2.86M 0.1%
9,497
+1,249
179
$2.84M 0.1%
34,181
-23,834
180
$2.83M 0.1%
41,411
+3,049
181
$2.83M 0.1%
13,542
-444
182
$2.82M 0.1%
61,869
+2,850
183
$2.73M 0.09%
36,192
-62,674
184
$2.73M 0.09%
19,340
+244
185
$2.72M 0.09%
33,780
+2,000
186
$2.7M 0.09%
14,572
-1,190
187
$2.62M 0.09%
61,444
+2,300
188
$2.61M 0.09%
104,055
-2,441
189
$2.58M 0.09%
11,149
-642
190
$2.57M 0.09%
5,158
-72
191
$2.56M 0.09%
26,742
-475
192
$2.56M 0.09%
119,959
+14,373
193
$2.53M 0.09%
15,092
+10,086
194
$2.49M 0.08%
9,198
-770
195
$2.48M 0.08%
8,895
+2,119
196
$2.48M 0.08%
77,673
+14,389
197
$2.47M 0.08%
47,886
-3,523
198
$2.38M 0.08%
65,498
+34,452
199
$2.36M 0.08%
92,625
-1,730
200
$2.34M 0.08%
18,484
+1,079
6 7
8
9 10