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
2876
$1K ﹤0.01%
+17
2877
$1K ﹤0.01%
+26
2878
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+5
2879
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+34
2880
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+67
2881
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+8
2882
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+12
2883
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+2
2884
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+150
2885
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50
-50
2886
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+21
2887
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+186
2888
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+1
2889
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+38
2890
$1K ﹤0.01%
51
-22
2891
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+200
2892
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30
2893
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2894
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+27
2895
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+20
2896
$1K ﹤0.01%
44
-219
2897
$1K ﹤0.01%
24
-400
2898
$1K ﹤0.01%
+21
2899
$1K ﹤0.01%
+55
2900
$1K ﹤0.01%
+5
114 115
116
117 118