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
2901
$1K ﹤0.01%
88
+2
2902
$1K ﹤0.01%
+16
2903
$1K ﹤0.01%
+14
2904
$1K ﹤0.01%
34
2905
$1K ﹤0.01%
+112
2906
$1K ﹤0.01%
+12
2907
$1K ﹤0.01%
4
-124
2908
$1K ﹤0.01%
1,339
-2,211
2909
$1K ﹤0.01%
81
2910
$1K ﹤0.01%
+100
2911
$1K ﹤0.01%
+150
2912
$1K ﹤0.01%
+151
2913
$1K ﹤0.01%
67
2914
$1K ﹤0.01%
7
2915
$1K ﹤0.01%
62
+1
2916
$1K ﹤0.01%
+49
2917
$1K ﹤0.01%
390
2918
– –
-900
2919
– –
-8,020
2920
– –
-21,181
2921
– –
-25,987
2922
– –
-7,460
2923
– –
-3,086
2924
– –
-5,000
2925
– –
-3,055
115 116
117
118 119