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
2251
$1.14K ﹤0.01%
26
+4
2252
$1.14K ﹤0.01%
50
2253
$1.14K ﹤0.01%
27
-235
2254
$1.12K ﹤0.01%
25
+1
2255
$1.12K ﹤0.01%
664
2256
$1.11K ﹤0.01%
68
2257
$1.1K ﹤0.01%
50
2258
$1.1K ﹤0.01%
+9
2259
$1.09K ﹤0.01%
55
+5
2260
$1.08K ﹤0.01%
13
2261
$1.08K ﹤0.01%
22
2262
$1.08K ﹤0.01%
+135
2263
$1.08K ﹤0.01%
85
+8
2264
$1.05K ﹤0.01%
300
2265
$1.05K ﹤0.01%
27
+1
2266
$1.05K ﹤0.01%
6
-10
2267
$1.04K ﹤0.01%
422
2268
$1.01K ﹤0.01%
51
2269
$1.01K ﹤0.01%
+144
2270
$1.01K ﹤0.01%
85
2271
$1K ﹤0.01%
28
+3
2272
$993 ﹤0.01%
100
2273
$993 ﹤0.01%
66
2274
$985 ﹤0.01%
+17
2275
$977 ﹤0.01%
110
89 90
91
92 93