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
2801
$2K ﹤0.01%
51
2802
$2K ﹤0.01%
300
2803
$2K ﹤0.01%
80
-657
2804
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177
+50
2805
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+266
2806
– –
0
2807
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+61
2808
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+30
2809
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130
2810
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+500
2811
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27
+7
2812
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+109
2813
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+6
2814
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10
2815
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+67
2816
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25
2817
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2818
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2819
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5
+1
2820
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+40
2821
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+104
2822
$2K ﹤0.01%
+100
2823
$2K ﹤0.01%
+33
2824
$2K ﹤0.01%
3
2825
$2K ﹤0.01%
13
111 112
113
114 115