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
2026
$3.78K ﹤0.01%
237
2027
$3.75K ﹤0.01%
25
2028
$3.73K ﹤0.01%
83
2029
$3.69K ﹤0.01%
15
2030
$3.68K ﹤0.01%
84
2031
$3.66K ﹤0.01%
7
-49
2032
$3.65K ﹤0.01%
399
+268
2033
$3.64K ﹤0.01%
36
-1
2034
$3.63K ﹤0.01%
800
2035
$3.62K ﹤0.01%
+88
2036
$3.61K ﹤0.01%
112
2037
$3.6K ﹤0.01%
100
2038
$3.6K ﹤0.01%
760
-7,320
2039
$3.58K ﹤0.01%
8
+1
2040
$3.55K ﹤0.01%
92
+1
2041
$3.53K ﹤0.01%
52
2042
$3.52K ﹤0.01%
133
-41
2043
$3.5K ﹤0.01%
89
-75
2044
$3.48K ﹤0.01%
114
+1
2045
$3.48K ﹤0.01%
300
2046
$3.48K ﹤0.01%
119
-88
2047
$3.48K ﹤0.01%
27
2048
$3.44K ﹤0.01%
183
2049
$3.43K ﹤0.01%
74
-2
2050
$3.4K ﹤0.01%
34
+2
80 81
82
83 84