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
2826
$2K ﹤0.01%
100
-100
2827
$2K ﹤0.01%
+16
2828
$2K ﹤0.01%
+602
2829
$2K ﹤0.01%
11
+1
2830
$2K ﹤0.01%
41
2831
$2K ﹤0.01%
+6
2832
$2K ﹤0.01%
+350
2833
$2K ﹤0.01%
158
2834
$2K ﹤0.01%
+148
2835
$2K ﹤0.01%
+19
2836
$2K ﹤0.01%
344
+47
2837
$2K ﹤0.01%
155
2838
$2K ﹤0.01%
51
2839
$1K ﹤0.01%
+16
2840
$1K ﹤0.01%
+9
2841
$1K ﹤0.01%
+29
2842
$1K ﹤0.01%
68
2843
$1K ﹤0.01%
+25
2844
$1K ﹤0.01%
31
-2
2845
$1K ﹤0.01%
+57
2846
$1K ﹤0.01%
+22
2847
$1K ﹤0.01%
214
-2
2848
$1K ﹤0.01%
+83
2849
$1K ﹤0.01%
+28
2850
$1K ﹤0.01%
90
112 113
114
115 116