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
2101
$2.68K ﹤0.01%
51
2102
$2.67K ﹤0.01%
88
2103
$2.67K ﹤0.01%
500
2104
$2.64K ﹤0.01%
60
2105
$2.64K ﹤0.01%
314
2106
$2.63K ﹤0.01%
800
2107
$2.62K ﹤0.01%
18
+1
2108
$2.61K ﹤0.01%
330
2109
$2.6K ﹤0.01%
12
+1
2110
$2.57K ﹤0.01%
120
2111
$2.54K ﹤0.01%
30
2112
$2.54K ﹤0.01%
116
-11
2113
$2.53K ﹤0.01%
132
-110
2114
$2.52K ﹤0.01%
42
2115
$2.52K ﹤0.01%
117
2116
$2.51K ﹤0.01%
800
-200
2117
$2.5K ﹤0.01%
33
+1
2118
$2.5K ﹤0.01%
23
+3
2119
$2.47K ﹤0.01%
2
2120
$2.46K ﹤0.01%
661
2121
$2.44K ﹤0.01%
200
2122
$2.44K ﹤0.01%
187
2123
$2.4K ﹤0.01%
25
2124
$2.37K ﹤0.01%
229
2125
$2.37K ﹤0.01%
76
83 84
85
86 87