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
2226
$1.29K ﹤0.01%
53
+6
2227
$1.28K ﹤0.01%
+50
2228
$1.28K ﹤0.01%
1
2229
$1.27K ﹤0.01%
12
-26
2230
$1.26K ﹤0.01%
28
+3
2231
$1.26K ﹤0.01%
512
-1,201
2232
$1.25K ﹤0.01%
45
2233
$1.25K ﹤0.01%
+100
2234
$1.25K ﹤0.01%
28
-31
2235
$1.25K ﹤0.01%
22
-97
2236
$1.24K ﹤0.01%
100
2237
$1.22K ﹤0.01%
40
2238
$1.22K ﹤0.01%
50
-213
2239
$1.2K ﹤0.01%
4
2240
$1.2K ﹤0.01%
9
-101
2241
$1.19K ﹤0.01%
9
2242
$1.19K ﹤0.01%
130
2243
$1.19K ﹤0.01%
6
2244
$1.18K ﹤0.01%
35
2245
$1.17K ﹤0.01%
26
2246
$1.17K ﹤0.01%
7
-199
2247
$1.16K ﹤0.01%
38
-497
2248
$1.16K ﹤0.01%
20
-11
2249
$1.16K ﹤0.01%
200
2250
$1.15K ﹤0.01%
370
88 89
90
91 92