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
$3.74B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,027
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$18.4M
3
+$15.9M
4
NOW icon
ServiceNow
NOW
+$11.8M
5
MSCI icon
MSCI
MSCI
+$11.2M

Top Sells

1
+$30.2M
2
+$21M
3
+$18M
4
SSO icon
ProShares Ultra S&P500
SSO
+$17.8M
5
CDNS icon
Cadence Design Systems
CDNS
+$15.5M

Sector Composition

1 Technology 14.26%
2 Financials 6.98%
3 Consumer Discretionary 6.87%
4 Healthcare 5.51%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
– –
-1,541
2552
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-1,201
2553
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-519
2554
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-160
2555
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-1,350
2556
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-8,205
2557
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-1,055
2558
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-6,586
2559
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-5,993
2560
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-500
2561
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-500
2562
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-5,000
2563
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-9,347
2564
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-3,600
2565
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-140
2566
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-5,500
2567
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-3,976
2568
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2569
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-33,019
2570
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-3,207
2571
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-810
2572
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-200
2573
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-500
2574
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-19
2575
– –
-3,949
101 102
103
104 105