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
2301
$830 ﹤0.01%
12
2302
$828 ﹤0.01%
+80
2303
$825 ﹤0.01%
10
-5
2304
$816 ﹤0.01%
17
2305
$816 ﹤0.01%
285
2306
$807 ﹤0.01%
517
2307
$803 ﹤0.01%
3
-240
2308
$801 ﹤0.01%
13
-535
2309
$800 ﹤0.01%
11
2310
$800 ﹤0.01%
100
2311
$798 ﹤0.01%
+20
2312
$791 ﹤0.01%
29
2313
$787 ﹤0.01%
+24
2314
$766 ﹤0.01%
16
2315
$764 ﹤0.01%
24
2316
$756 ﹤0.01%
+31
2317
$738 ﹤0.01%
150
-52,000
2318
$735 ﹤0.01%
+10
2319
$702 ﹤0.01%
22
2320
$699 ﹤0.01%
4
2321
$699 ﹤0.01%
+300
2322
$689 ﹤0.01%
75
2323
$672 ﹤0.01%
33
2324
$670 ﹤0.01%
9
-259
2325
$665 ﹤0.01%
76
91 92
93
94 95