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
2276
$977 ﹤0.01%
36
2277
$951 ﹤0.01%
28
2278
$950 ﹤0.01%
5
2279
$944 ﹤0.01%
37
2280
$934 ﹤0.01%
+3
2281
$931 ﹤0.01%
3
-2
2282
$928 ﹤0.01%
+37
2283
$922 ﹤0.01%
78
2284
$921 ﹤0.01%
37
+4
2285
$919 ﹤0.01%
38
-20
2286
$917 ﹤0.01%
+27
2287
$911 ﹤0.01%
10
2288
$899 ﹤0.01%
50
2289
$896 ﹤0.01%
58
2290
$885 ﹤0.01%
20
2291
$883 ﹤0.01%
100
+5
2292
$874 ﹤0.01%
6
2293
$873 ﹤0.01%
66
2294
$870 ﹤0.01%
+300
2295
$867 ﹤0.01%
7
2296
$862 ﹤0.01%
+22
2297
$844 ﹤0.01%
30
2298
$840 ﹤0.01%
46
2299
$835 ﹤0.01%
+66
2300
$834 ﹤0.01%
+105
90 91
92
93 94