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
2626
$4K ﹤0.01%
+115
2627
$4K ﹤0.01%
+217
2628
$4K ﹤0.01%
101
2629
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+158
2630
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34
-36
2631
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617
2632
$4K ﹤0.01%
+31
2633
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324
+2
2634
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71
2635
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+190
2636
$4K ﹤0.01%
+69
2637
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1,000
2638
$4K ﹤0.01%
927
2639
$4K ﹤0.01%
+138
2640
$4K ﹤0.01%
+300
2641
$4K ﹤0.01%
+95
2642
$4K ﹤0.01%
+93
2643
$4K ﹤0.01%
200
+100
2644
$4K ﹤0.01%
+168
2645
$4K ﹤0.01%
200
2646
$4K ﹤0.01%
200
2647
$4K ﹤0.01%
+41
2648
$4K ﹤0.01%
83
-83
2649
$4K ﹤0.01%
500
-1,895
2650
$4K ﹤0.01%
5
+2
104 105
106
107 108