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
$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
2926
– –
-4,139
2927
– –
-204
2928
– –
-53
2929
– –
-3,748
2930
– –
-180
2931
– –
-113
2932
– –
-103
2933
– –
-2,800
2934
– –
-13,845
2935
– –
-49,459
2936
– –
-3,820
2937
– –
-633
2938
– –
-21
2939
– –
-251
2940
– –
-400
2941
– –
-95
2942
– –
-214
2943
– –
-54
2944
– –
-1,442
2945
– –
-550
2946
– –
-33,792
2947
– –
-66
2948
– –
-41
2949
– –
-423
2950
– –
-373
116 117
118
119 120