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
$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
2776
$2K ﹤0.01%
+25
2777
$2K ﹤0.01%
+21
2778
$2K ﹤0.01%
54
-105
2779
$2K ﹤0.01%
+152
2780
$2K ﹤0.01%
50
-50
2781
$2K ﹤0.01%
73
-50
2782
$2K ﹤0.01%
+2
2783
$2K ﹤0.01%
+133
2784
$2K ﹤0.01%
120
2785
$2K ﹤0.01%
+64
2786
$2K ﹤0.01%
20
2787
$2K ﹤0.01%
+50
2788
$2K ﹤0.01%
+17
2789
$2K ﹤0.01%
+17
2790
$2K ﹤0.01%
53
+10
2791
$2K ﹤0.01%
104
+2
2792
$2K ﹤0.01%
380
2793
$2K ﹤0.01%
+39
2794
$2K ﹤0.01%
117
+34
2795
$2K ﹤0.01%
8
2796
$2K ﹤0.01%
+25
2797
$2K ﹤0.01%
100
2798
$2K ﹤0.01%
114
2799
$2K ﹤0.01%
51
2800
$2K ﹤0.01%
300
110 111
112
113 114