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
2526
– –
-18
2527
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-14,440
2528
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-132
2529
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-14
2530
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-13,128
2531
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-887
2532
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-41
2533
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-200
2534
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-28
2535
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-84
2536
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-9
2537
– –
-97,899
2538
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-43
2539
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-399
2540
– –
-424
2541
– –
-1,952
2542
– –
-201
2543
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-53
2544
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-200
2545
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-45
2546
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-800
2547
– –
-63
2548
– –
-25,920
2549
– –
-143
2550
– –
-6,386
100 101
102
103 104