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
1
$163M 5.56%
244,100
+36,058
2
$114M 3.88%
610,637
+15,855
3
$97.7M 3.33%
383,855
-4,016
4
$72.7M 2.47%
1,432,531
-258,013
5
$70.5M 2.4%
136,166
+3,757
6
$70M 2.38%
318,775
+10,771
7
$64.3M 2.19%
689,024
-36,824
8
$48.5M 1.65%
199,451
+9,541
9
$42.1M 1.43%
57,391
+794
10
$42M 1.43%
63,005
-1,642
11
$33.2M 1.13%
100,661
+32,466
12
$30.4M 1.03%
563,548
-105,188
13
$29.2M 0.99%
290,826
-3,911
14
$26M 0.88%
297,427
+2,016
15
$25.8M 0.88%
27,923
+1,602
16
$25M 0.85%
120,927
-7,116
17
$24.4M 0.83%
39,897
+4,691
18
$24.2M 0.82%
200,577
-1,005
19
$23.9M 0.81%
169,508
+45,328
20
$23.8M 0.81%
144,879
-9,793
21
$23.7M 0.81%
50,631
-402
22
$23.4M 0.8%
506,457
-5,766
23
$23M 0.78%
73,047
+6,528
24
$22.8M 0.77%
663,909
-8,169
25
$22.7M 0.77%
93,254
+4,776
1
2 3 4 5