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
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$14.4M
3
+$5.66M
4
SPOT icon
Spotify
SPOT
+$3.74M
5
EW icon
Edwards Lifesciences
EW
+$3.28M

Top Sells

1
+$23M
2
+$22.7M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$22M
5
MSFT icon
Microsoft
MSFT
+$22M

Sector Composition

1 Technology 15.44%
2 Financials 5.08%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-300
2502
– –
-383
2503
– –
-16
2504
– –
-485
2505
– –
-1,000
2506
– –
-835
2507
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-201
2508
– –
-100
2509
– –
-1,054
2510
– –
-100
2511
– –
-200
2512
– –
-454
2513
– –
-9
2514
– –
-65
2515
– –
-13
2516
– –
-11,826
2517
– –
-7,075
2518
– –
-11,598
2519
– –
-400
2520
– –
-493
2521
– –
-182
2522
– –
-124
2523
– –
-300
2524
– –
-29
2525
– –
-482
99 100
101
102 103