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
3001
– –
-190
3002
– –
-100
3003
– –
-105
3004
– –
-890
3005
– –
-140
3006
– –
-94
3007
– –
-14,939
3008
– –
-1,500
3009
– –
-23
3010
– –
-4,400
3011
– –
-189
3012
– –
-750
3013
– –
-392
3014
– –
-100
3015
– –
-200
3016
– –
-3
3017
– –
-141
3018
– –
-20,623
3019
– –
-3,650
3020
– –
-1,020
3021
– –
-3,647
3022
– –
-1,358
3023
– –
-57
3024
– –
-83
3025
– –
-409
119 120
121
122 123