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
2076
$2.98K ﹤0.01%
150
2077
$2.98K ﹤0.01%
19
2078
$2.95K ﹤0.01%
160
-40
2079
$2.94K ﹤0.01%
39
2080
$2.94K ﹤0.01%
147
-103
2081
$2.92K ﹤0.01%
29
2082
$2.91K ﹤0.01%
113
+3
2083
$2.84K ﹤0.01%
56
+2
2084
$2.84K ﹤0.01%
79
2085
$2.83K ﹤0.01%
417
-157
2086
$2.83K ﹤0.01%
5
-40
2087
$2.82K ﹤0.01%
43
2088
$2.8K ﹤0.01%
8
-2
2089
$2.8K ﹤0.01%
100
2090
$2.79K ﹤0.01%
61
2091
$2.78K ﹤0.01%
28
-32
2092
$2.78K ﹤0.01%
+53
2093
$2.78K ﹤0.01%
21
2094
$2.76K ﹤0.01%
+1,500
2095
$2.76K ﹤0.01%
93
-44
2096
$2.73K ﹤0.01%
113
2097
$2.71K ﹤0.01%
328
2098
$2.7K ﹤0.01%
166
2099
$2.69K ﹤0.01%
523
2100
$2.69K ﹤0.01%
+1,000
82 83
84
85 86