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
2326
$648 ﹤0.01%
5
-1
2327
$636 ﹤0.01%
2
2328
$627 ﹤0.01%
6
2329
$623 ﹤0.01%
+11
2330
$610 ﹤0.01%
100
2331
$609 ﹤0.01%
14
2332
$600 ﹤0.01%
200
2333
$600 ﹤0.01%
5
2334
$594 ﹤0.01%
+31
2335
$592 ﹤0.01%
+100
2336
$590 ﹤0.01%
17
2337
$588 ﹤0.01%
+12
2338
$582 ﹤0.01%
+6
2339
$578 ﹤0.01%
40
2340
$569 ﹤0.01%
+28
2341
$568 ﹤0.01%
23
2342
$553 ﹤0.01%
15
2343
$543 ﹤0.01%
20
2344
$541 ﹤0.01%
33
2345
$538 ﹤0.01%
+9
2346
$530 ﹤0.01%
76
-111
2347
$520 ﹤0.01%
500
2348
$519 ﹤0.01%
100
2349
$519 ﹤0.01%
14
2350
$514 ﹤0.01%
+1
92 93
94
95 96