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
$3.74B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,027
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$18.4M
3
+$15.9M
4
NOW icon
ServiceNow
NOW
+$11.8M
5
MSCI icon
MSCI
MSCI
+$11.2M

Top Sells

1
+$30.2M
2
+$21M
3
+$18M
4
SSO icon
ProShares Ultra S&P500
SSO
+$17.8M
5
CDNS icon
Cadence Design Systems
CDNS
+$15.5M

Sector Composition

1 Technology 14.26%
2 Financials 6.98%
3 Consumer Discretionary 6.87%
4 Healthcare 5.51%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
– –
-107
2802
– –
-80
2803
– –
-2,836
2804
– –
-412
2805
– –
-54
2806
– –
-65
2807
– –
-155
2808
– –
-1,625
2809
– –
-3,942
2810
– –
-400
2811
– –
-4,712
2812
– –
-91
2813
– –
-93
2814
– –
-800
2815
– –
-1,552
2816
– –
-7,508
2817
– –
-58,165
2818
– –
-170
2819
– –
-2,533
2820
– –
-68,817
2821
– –
-3,790
2822
– –
-37
2823
– –
-100
2824
– –
-1,378
2825
– –
-4,800
111 112
113
114 115