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
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.8M
3
+$17M
4
ADBE icon
Adobe
ADBE
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$13.1M

Top Sells

1
+$16.4M
2
+$10.5M
3
+$9.76M
4
DIS icon
Walt Disney
DIS
+$8.77M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 15.38%
2 Consumer Discretionary 8.59%
3 Financials 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$5K ﹤0.01%
+36
2577
$5K ﹤0.01%
168
2578
$5K ﹤0.01%
106
2579
$5K ﹤0.01%
491
2580
$5K ﹤0.01%
1,427
-2,271
2581
$5K ﹤0.01%
300
2582
$5K ﹤0.01%
161
2583
$5K ﹤0.01%
1,225
2584
$5K ﹤0.01%
200
2585
$5K ﹤0.01%
100
2586
$5K ﹤0.01%
+500
2587
$5K ﹤0.01%
500
2588
$5K ﹤0.01%
140
+101
2589
$5K ﹤0.01%
333
2590
$5K ﹤0.01%
+435
2591
$5K ﹤0.01%
200
-201
2592
$5K ﹤0.01%
+35
2593
$5K ﹤0.01%
54
+38
2594
$5K ﹤0.01%
1,987
-3,001
2595
$5K ﹤0.01%
+867
2596
$4K ﹤0.01%
+68
2597
$4K ﹤0.01%
+20
2598
$4K ﹤0.01%
+33
2599
$4K ﹤0.01%
84
2600
$4K ﹤0.01%
+12
102 103
104
105 106