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
1976
$4.6K ﹤0.01%
165
1977
$4.58K ﹤0.01%
55
+18
1978
$4.58K ﹤0.01%
+96
1979
$4.58K ﹤0.01%
185
-179
1980
$4.56K ﹤0.01%
+700
1981
$4.56K ﹤0.01%
525
-125
1982
$4.53K ﹤0.01%
215
1983
$4.51K ﹤0.01%
100
1984
$4.49K ﹤0.01%
786
1985
$4.49K ﹤0.01%
42
+9
1986
$4.48K ﹤0.01%
167
1987
$4.45K ﹤0.01%
1,454
1988
$4.44K ﹤0.01%
33
-7
1989
$4.38K ﹤0.01%
336
+36
1990
$4.37K ﹤0.01%
118
1991
$4.34K ﹤0.01%
182
1992
$4.31K ﹤0.01%
77
1993
$4.3K ﹤0.01%
273
1994
$4.29K ﹤0.01%
56
1995
$4.29K ﹤0.01%
519
1996
$4.28K ﹤0.01%
111
1997
$4.28K ﹤0.01%
40
1998
$4.27K ﹤0.01%
+318
1999
$4.26K ﹤0.01%
150
+50
2000
$4.23K ﹤0.01%
39
78 79
80
81 82