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
2176
$1.85K ﹤0.01%
+790
2177
$1.84K ﹤0.01%
9
+2
2178
$1.83K ﹤0.01%
27
-2
2179
$1.82K ﹤0.01%
10
2180
$1.81K ﹤0.01%
+168
2181
$1.8K ﹤0.01%
201
+38
2182
$1.78K ﹤0.01%
144
-6
2183
$1.78K ﹤0.01%
57
2184
$1.77K ﹤0.01%
55
+30
2185
$1.76K ﹤0.01%
77
2186
$1.76K ﹤0.01%
+118
2187
$1.74K ﹤0.01%
13
-34
2188
$1.71K ﹤0.01%
51
2189
$1.7K ﹤0.01%
23
2190
$1.7K ﹤0.01%
27
+13
2191
$1.69K ﹤0.01%
+142
2192
$1.69K ﹤0.01%
23
-35
2193
$1.69K ﹤0.01%
38
-2
2194
$1.68K ﹤0.01%
100
2195
$1.66K ﹤0.01%
39
2196
$1.64K ﹤0.01%
200
2197
$1.63K ﹤0.01%
30
2198
$1.63K ﹤0.01%
35
+1
2199
$1.62K ﹤0.01%
87
2200
$1.61K ﹤0.01%
10
-2
86 87
88
89 90