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
2826
$2K ﹤0.01%
+7
2827
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50
2828
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100
-100
2829
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+16
2830
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+602
2831
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11
+1
2832
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41
2833
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+6
2834
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+350
2835
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158
2836
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+148
2837
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+19
2838
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+46
2839
$1K ﹤0.01%
+9
2840
$1K ﹤0.01%
+60
2841
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120
2842
$1K ﹤0.01%
+2
2843
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25
2844
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200
2845
$1K ﹤0.01%
31
-2
2846
$1K ﹤0.01%
+57
2847
$1K ﹤0.01%
+22
2848
$1K ﹤0.01%
+16
2849
$1K ﹤0.01%
+29
2850
$1K ﹤0.01%
68
112 113
114
115 116