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
$2.71B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.63M
3
+$6.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.43M
5
AAPL icon
Apple
AAPL
+$5.47M

Top Sells

1
+$19.7M
2
+$11.2M
3
+$7.16M
4
ELV icon
Elevance Health
ELV
+$7.09M
5
ANET icon
Arista Networks
ANET
+$6.16M

Sector Composition

1 Technology 13.21%
2 Consumer Discretionary 5.46%
3 Healthcare 4.88%
4 Financials 4.25%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-33
2502
– –
-164
2503
– –
-41
2504
– –
-33
2505
– –
-281
2506
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-65
2507
– –
-611
2508
– –
-29
2509
– –
-355
2510
– –
-19,199
2511
– –
-24
2512
– –
-17
2513
– –
-218
2514
– –
-327
2515
– –
-600
2516
– –
-6
2517
– –
-613
2518
– –
-845
2519
– –
-900
2520
– –
-33
2521
– –
-20
2522
– –
-117
2523
– –
-661
2524
– –
-983
2525
– –
-5,386
99 100
101
102 103