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
2201
$1.61K ﹤0.01%
+57
2202
$1.6K ﹤0.01%
43
+16
2203
$1.58K ﹤0.01%
58
-89
2204
$1.55K ﹤0.01%
250
2205
$1.52K ﹤0.01%
21
2206
$1.51K ﹤0.01%
800
2207
$1.51K ﹤0.01%
6
2208
$1.49K ﹤0.01%
69
2209
$1.49K ﹤0.01%
17
-5
2210
$1.47K ﹤0.01%
41
-9
2211
$1.46K ﹤0.01%
107
2212
$1.45K ﹤0.01%
27
+2
2213
$1.45K ﹤0.01%
+45
2214
$1.43K ﹤0.01%
53
+5
2215
$1.41K ﹤0.01%
519
2216
$1.4K ﹤0.01%
61
+5
2217
$1.4K ﹤0.01%
121
-215
2218
$1.39K ﹤0.01%
15
2219
$1.37K ﹤0.01%
23
2220
$1.35K ﹤0.01%
24
2221
$1.34K ﹤0.01%
21
+3
2222
$1.31K ﹤0.01%
47
-27
2223
$1.31K ﹤0.01%
19
2224
$1.31K ﹤0.01%
+25
2225
$1.29K ﹤0.01%
+23
87 88
89
90 91