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
$2.71B
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 4.24%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-795
2502
– –
-16
2503
– –
-100
2504
– –
-28
2505
– –
-154
2506
– –
-2,865
2507
– –
-5,646
2508
– –
0
2509
– –
-1,170
2510
– –
-11,846
2511
– –
-91
2512
– –
-72
2513
– –
-4
2514
– –
-250
2515
– –
-8,700
2516
– –
-23
2517
– –
-27
2518
– –
-69
2519
– –
-188
2520
– –
-125
2521
– –
-204
2522
– –
-444
2523
– –
-69
2524
– –
-750
2525
– –
-75
99 100
101
102 103