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
2001
$4.22K ﹤0.01%
200
2002
$4.21K ﹤0.01%
57
+13
2003
$4.17K ﹤0.01%
256
-21
2004
$4.16K ﹤0.01%
95
-75
2005
$4.14K ﹤0.01%
199
2006
$4.12K ﹤0.01%
+149
2007
$4.08K ﹤0.01%
2,000
2008
$4.08K ﹤0.01%
575
+18
2009
$4.07K ﹤0.01%
149
-220
2010
$4.05K ﹤0.01%
55
2011
$4.03K ﹤0.01%
100
2012
$4.03K ﹤0.01%
347
2013
$4.02K ﹤0.01%
400
2014
$3.95K ﹤0.01%
+36
2015
$3.93K ﹤0.01%
80
2016
$3.92K ﹤0.01%
+75
2017
$3.91K ﹤0.01%
+300
2018
$3.88K ﹤0.01%
330
2019
$3.87K ﹤0.01%
190
-120
2020
$3.86K ﹤0.01%
763
2021
$3.86K ﹤0.01%
430
2022
$3.86K ﹤0.01%
19
2023
$3.84K ﹤0.01%
94
-2,610
2024
$3.83K ﹤0.01%
22
-531
2025
$3.78K ﹤0.01%
40
79 80
81
82 83