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
2601
– –
-12
2602
– –
-3,000
2603
– –
-24,708
2604
– –
-9,000
2605
– –
-64
2606
– –
-1,333
2607
– –
-1,700
2608
– –
-3,076
2609
– –
-600
2610
– –
-11
2611
– –
-3,223
2612
– –
-4,123
2613
– –
-54
2614
– –
-1,740
2615
– –
-4,722
2616
– –
-284
2617
– –
-7,210
2618
– –
-138
2619
– –
-822
2620
– –
-50
2621
– –
-57
2622
– –
-2,694
2623
– –
-13,275
2624
– –
-300
2625
– –
-17
103 104
105
106 107