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
2701
$3K ﹤0.01%
+78
2702
$3K ﹤0.01%
+58
2703
$3K ﹤0.01%
+128
2704
$3K ﹤0.01%
+188
2705
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33
+9
2706
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498
2707
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+350
2708
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800
2709
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144
+1
2710
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+267
2711
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30
2712
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67
-108
2713
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+24
2714
$3K ﹤0.01%
330
2715
$3K ﹤0.01%
243
+43
2716
$3K ﹤0.01%
+137
2717
$3K ﹤0.01%
+41
2718
$3K ﹤0.01%
179
2719
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+50
2720
$3K ﹤0.01%
+28
2721
$3K ﹤0.01%
1,000
2722
$3K ﹤0.01%
63
2723
$3K ﹤0.01%
58
+11
2724
$3K ﹤0.01%
+62
2725
$3K ﹤0.01%
36