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
201
$2.34M 0.08%
10,905
+2,752
202
$2.33M 0.08%
46,602
-730
203
$2.3M 0.08%
58,542
+49,711
204
$2.3M 0.08%
71,583
-54,253
205
$2.28M 0.08%
+77,492
206
$2.28M 0.08%
71,267
+63,203
207
$2.27M 0.08%
48,761
-9,800
208
$2.26M 0.08%
9,151
+1,349
209
$2.25M 0.08%
23,069
+3,941
210
$2.25M 0.08%
61,280
-711
211
$2.25M 0.08%
51,162
-804
212
$2.25M 0.08%
4,844
+267
213
$2.22M 0.08%
7,300
+321
214
$2.2M 0.08%
21,885
+9,769
215
$2.2M 0.07%
24,461
+1,220
216
$2.18M 0.07%
33,459
+82
217
$2.17M 0.07%
34,571
+2,046
218
$2.16M 0.07%
27,055
+1,280
219
$2.16M 0.07%
24,150
-60,058
220
$2.15M 0.07%
7,870
+270
221
$2.15M 0.07%
9,367
+1,210
222
$2.14M 0.07%
9,896
+856
223
$2.13M 0.07%
17,772
-10,892
224
$2.12M 0.07%
50,452
+2,746
225
$2.12M 0.07%
6,364
+518
7 8
9
10 11