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
2351
$512 ﹤0.01%
+13
2352
$511 ﹤0.01%
50
2353
$509 ﹤0.01%
+2
2354
$508 ﹤0.01%
8
2355
$507 ﹤0.01%
+6
2356
– –
-43,690
2357
– –
-1,000
2358
– –
-72
2359
– –
-105
2360
– –
-129
2361
– –
-1,875
2362
– –
-9,955
2363
– –
-4,593
2364
– –
-960
2365
– –
-250
2366
– –
-125
2367
– –
-1,000
2368
– –
-1,000
2369
– –
-10,000
2370
– –
-50
2371
– –
-104
2372
– –
-10,700
2373
– –
-25
2374
– –
-54
2375
– –
-1,385
93 94
95
96 97