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
2676
$3K ﹤0.01%
58
+25
2677
$3K ﹤0.01%
+23
2678
$3K ﹤0.01%
100
2679
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16
-9
2680
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106
2681
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710
2682
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90
-100
2683
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+11
2684
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997
-140
2685
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614
-600
2686
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32
2687
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35
2688
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35
2689
$3K ﹤0.01%
+225
2690
$3K ﹤0.01%
58
+16
2691
$3K ﹤0.01%
87
2692
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244
-1,195
2693
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251
2694
$3K ﹤0.01%
+18
2695
$3K ﹤0.01%
59
+13
2696
$3K ﹤0.01%
+100
2697
$3K ﹤0.01%
25
-17
2698
$3K ﹤0.01%
42
2699
$3K ﹤0.01%
19
+9
2700
$3K ﹤0.01%
15
106 107
108
109 110