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
2726
$3K ﹤0.01%
+96
2727
$3K ﹤0.01%
16
2728
$3K ﹤0.01%
110
-600
2729
$3K ﹤0.01%
+3
2730
$3K ﹤0.01%
55
2731
$3K ﹤0.01%
+317
2732
$3K ﹤0.01%
50
-50
2733
$3K ﹤0.01%
+12
2734
$3K ﹤0.01%
+100
2735
$3K ﹤0.01%
400
-1,500
2736
$3K ﹤0.01%
400
2737
$3K ﹤0.01%
+360
2738
$3K ﹤0.01%
66
2739
$3K ﹤0.01%
79
+19
2740
$3K ﹤0.01%
61
+31
2741
$3K ﹤0.01%
+1,420
2742
$3K ﹤0.01%
300
+100
2743
$3K ﹤0.01%
120
2744
$3K ﹤0.01%
+59
2745
$3K ﹤0.01%
266
-266
2746
$3K ﹤0.01%
160
2747
$3K ﹤0.01%
8,600
+500
2748
$3K ﹤0.01%
144
+2
2749
$3K ﹤0.01%
200
2750
$2K ﹤0.01%
344
+47
108 109
110
111 112