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
$3.74B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,027
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$18.4M
3
+$15.9M
4
NOW icon
ServiceNow
NOW
+$11.8M
5
MSCI icon
MSCI
MSCI
+$11.2M

Top Sells

1
+$30.2M
2
+$21M
3
+$18M
4
SSO icon
ProShares Ultra S&P500
SSO
+$17.8M
5
CDNS icon
Cadence Design Systems
CDNS
+$15.5M

Sector Composition

1 Technology 14.26%
2 Financials 6.98%
3 Consumer Discretionary 6.87%
4 Healthcare 5.51%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
28
-125
2477
$1K ﹤0.01%
100
-11,891
2478
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30
2479
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83
-34
2480
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8
2481
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+70
2482
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51
2483
$1K ﹤0.01%
30
-200
2484
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+36
2485
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5
2486
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33
+6
2487
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12
-4
2488
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10
2489
$1K ﹤0.01%
100
2490
$1K ﹤0.01%
90
+2
2491
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34
2492
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5
2493
$1K ﹤0.01%
34
-6,901
2494
$1K ﹤0.01%
81
2495
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100
2496
$1K ﹤0.01%
30
-31
2497
$1K ﹤0.01%
390
2498
– –
-100
2499
– –
-1,339
2500
– –
-650
98 99
100
101 102