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
2051
$3.32K ﹤0.01%
80
2052
$3.31K ﹤0.01%
4
-4
2053
$3.28K ﹤0.01%
11
2054
$3.27K ﹤0.01%
100
2055
$3.27K ﹤0.01%
208
+3
2056
$3.27K ﹤0.01%
268
-493
2057
$3.24K ﹤0.01%
25
2058
$3.23K ﹤0.01%
96
-65
2059
$3.22K ﹤0.01%
40
2060
$3.21K ﹤0.01%
50
2061
$3.17K ﹤0.01%
500
-2,500
2062
$3.17K ﹤0.01%
55
2063
$3.15K ﹤0.01%
85
-3,100
2064
$3.09K ﹤0.01%
170
2065
$3.04K ﹤0.01%
347
-807
2066
$3.03K ﹤0.01%
36
-148
2067
$3.03K ﹤0.01%
39
-3
2068
$3.03K ﹤0.01%
58
-62
2069
$3.02K ﹤0.01%
611
-258
2070
$3.02K ﹤0.01%
32
2071
$3K ﹤0.01%
50
2072
$2.99K ﹤0.01%
600
2073
$2.99K ﹤0.01%
19
-18
2074
$2.99K ﹤0.01%
6
-614
2075
$2.99K ﹤0.01%
45
-5
81 82
83
84 85