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
$2.71B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.63M
3
+$6.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.43M
5
AAPL icon
Apple
AAPL
+$5.47M

Top Sells

1
+$19.7M
2
+$11.2M
3
+$7.16M
4
ELV icon
Elevance Health
ELV
+$7.09M
5
ANET icon
Arista Networks
ANET
+$6.16M

Sector Composition

1 Technology 13.21%
2 Consumer Discretionary 5.46%
3 Healthcare 4.88%
4 Financials 4.25%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$687K 0.03%
12,368
-552
427
$684K 0.03%
18,081
+2,254
428
$682K 0.03%
17,444
+1,626
429
$666K 0.02%
85,500
-10,575
430
$665K 0.02%
49,768
-500
431
$660K 0.02%
11,041
+355
432
$651K 0.02%
13,324
-311
433
$646K 0.02%
5,878
-603
434
$645K 0.02%
6,673
-9,965
435
$638K 0.02%
7,062
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436
$638K 0.02%
9,195
+9,145
437
$638K 0.02%
20,900
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438
$637K 0.02%
10,715
-340
439
$636K 0.02%
460
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440
$634K 0.02%
42,505
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441
$631K 0.02%
8,190
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442
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11,241
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443
$625K 0.02%
23,124
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444
$624K 0.02%
13,309
-6,631
445
$624K 0.02%
7,483
-1,482
446
$619K 0.02%
8,245
-20,224
447
$618K 0.02%
2,982
+551
448
$611K 0.02%
5,343
+106
449
$601K 0.02%
3,842
450
$601K 0.02%
4,202
-79
16 17
18
19 20