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
2126
$2.35K ﹤0.01%
109
2127
$2.35K ﹤0.01%
147
2128
$2.33K ﹤0.01%
200
2129
$2.32K ﹤0.01%
308
2130
$2.32K ﹤0.01%
37
2131
$2.3K ﹤0.01%
+400
2132
$2.29K ﹤0.01%
475
2133
$2.28K ﹤0.01%
9
-345
2134
$2.28K ﹤0.01%
+140
2135
$2.27K ﹤0.01%
65
2136
$2.27K ﹤0.01%
299
2137
$2.25K ﹤0.01%
100
2138
$2.25K ﹤0.01%
17
-3
2139
$2.19K ﹤0.01%
115
2140
$2.18K ﹤0.01%
319
-247
2141
$2.17K ﹤0.01%
710
2142
$2.15K ﹤0.01%
279
-1,504
2143
$2.15K ﹤0.01%
200
2144
$2.14K ﹤0.01%
16
-4
2145
$2.12K ﹤0.01%
79
2146
$2.12K ﹤0.01%
23
+1
2147
$2.11K ﹤0.01%
96
2148
$2.11K ﹤0.01%
+230
2149
$2.1K ﹤0.01%
181
-2
2150
$2.08K ﹤0.01%
81
+5
84 85
86
87 88