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
2151
$2.08K ﹤0.01%
39
+2
2152
$2.08K ﹤0.01%
+10
2153
$2.07K ﹤0.01%
+765
2154
$2.06K ﹤0.01%
85
2155
$2.06K ﹤0.01%
134
+1
2156
$2.06K ﹤0.01%
258
2157
$2.05K ﹤0.01%
16
2158
$2.05K ﹤0.01%
44
+6
2159
$2.05K ﹤0.01%
127
+3
2160
$2.05K ﹤0.01%
120
+13
2161
$2.04K ﹤0.01%
20
2162
$2.04K ﹤0.01%
59
2163
$2.03K ﹤0.01%
16
+10
2164
$2.01K ﹤0.01%
17
-3
2165
$2K ﹤0.01%
213
-84
2166
$1.98K ﹤0.01%
35
2167
$1.95K ﹤0.01%
41
-1
2168
$1.92K ﹤0.01%
48
+32
2169
$1.91K ﹤0.01%
12
2170
$1.9K ﹤0.01%
113
2171
$1.89K ﹤0.01%
139
+24
2172
$1.89K ﹤0.01%
47
+12
2173
$1.88K ﹤0.01%
74
-188
2174
$1.88K ﹤0.01%
+124
2175
$1.87K ﹤0.01%
43
85 86
87
88 89