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
$2.78B
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
2551
– –
-50
2552
– –
-205
2553
– –
-79
2554
– –
-704
2555
– –
-17,002
2556
– –
-440
2557
– –
-107
2558
– –
-454
2559
– –
-1,582
2560
– –
-8,664
2561
– –
-109
2562
– –
-96
2563
– –
-924
2564
– –
-1,274
2565
– –
-13
2566
– –
-8
2567
– –
-335
2568
– –
-198
2569
– –
-58
2570
– –
-12,867
2571
– –
-13
2572
– –
-1,363
2573
– –
-16
2574
– –
-16,915
2575
– –
-1,911
101 102
103
104 105