SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.8M
3
+$17M
4
ADBE icon
Adobe
ADBE
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$13.1M

Top Sells

1
+$16.4M
2
+$10.5M
3
+$9.76M
4
DIS icon
Walt Disney
DIS
+$8.77M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 15.38%
2 Consumer Discretionary 8.59%
3 Financials 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$7K ﹤0.01%
371
+13
2502
$7K ﹤0.01%
+934
2503
$7K ﹤0.01%
2,000
-5,950
2504
$7K ﹤0.01%
271
-1
2505
$7K ﹤0.01%
4,000
2506
$6K ﹤0.01%
233
+52
2507
$6K ﹤0.01%
500
2508
$6K ﹤0.01%
1,174
-780
2509
$6K ﹤0.01%
+212
2510
$6K ﹤0.01%
+32
2511
$6K ﹤0.01%
330
2512
$6K ﹤0.01%
134
+68
2513
$6K ﹤0.01%
1,000
2514
$6K ﹤0.01%
50
2515
$6K ﹤0.01%
200
-1,170
2516
$6K ﹤0.01%
+1,171
2517
$6K ﹤0.01%
+251
2518
$6K ﹤0.01%
106
2519
$6K ﹤0.01%
67
2520
$6K ﹤0.01%
199
2521
$6K ﹤0.01%
+225
2522
$6K ﹤0.01%
349
-9,951
2523
$6K ﹤0.01%
136
2524
$6K ﹤0.01%
2,195
+1
2525
$6K ﹤0.01%
+1,333
99 100
101
102 103