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
2976
– –
-36
2977
– –
0
2978
– –
-500
2979
– –
-5,250
2980
– –
-450
2981
– –
-1,800
2982
– –
-150
2983
– –
-100
2984
– –
-130
2985
– –
-2,000
2986
– –
-192
2987
– –
-63
2988
– –
-100
2989
– –
-1,000
2990
– –
-190
2991
– –
-100
2992
– –
-105
2993
– –
-890
2994
– –
-140
2995
– –
-94
2996
– –
-14,939
2997
– –
-1,500
2998
– –
-23
2999
– –
-4,400
3000
– –
-189
118 119
120
121 122