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
2651
– –
-59,469
2652
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-125
2653
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-10,910
2654
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-2,575
2655
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2656
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-183
2657
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-1,328
2658
– –
-267
2659
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-375
2660
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-4,327
2661
– –
-51
2662
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-1,174
2663
– –
-30
2664
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-2,880
2665
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-250
2666
– –
-2,001
2667
– –
-1,070
2668
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-350
2669
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-800
2670
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-500
2671
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-35
2672
– –
-200
2673
– –
-861
2674
– –
-178
2675
– –
-2,950
105 106
107
108 109