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
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$14.4M
3
+$5.66M
4
SPOT icon
Spotify
SPOT
+$3.74M
5
EW icon
Edwards Lifesciences
EW
+$3.28M

Top Sells

1
+$23M
2
+$22.7M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$22M
5
MSFT icon
Microsoft
MSFT
+$22M

Sector Composition

1 Technology 15.44%
2 Financials 5.08%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$662K 0.02%
2,850
+267
452
$662K 0.02%
1,632
-297
453
$662K 0.02%
10,345
-579
454
$660K 0.02%
14,775
-1,450
455
$656K 0.02%
14,288
+11,549
456
$650K 0.02%
5,053
+255
457
$645K 0.02%
5,468
-1,699
458
$643K 0.02%
20,207
459
$631K 0.02%
14,811
+13,765
460
$628K 0.02%
10,023
-1,092
461
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14,114
-53,381
462
$615K 0.02%
4,386
-4,622
463
$614K 0.02%
9,511
+8,889
464
$613K 0.02%
6,053
-3,690
465
$612K 0.02%
2,901
-523
466
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8,541
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467
$597K 0.02%
5,006
-949
468
$597K 0.02%
16,771
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469
$594K 0.02%
25,404
+4,597
470
$593K 0.02%
4,466
-130
471
$592K 0.02%
2,698
-1,603
472
$591K 0.02%
+14,970
473
$587K 0.02%
4,748
-283
474
$586K 0.02%
26,178
-38,723
475
$585K 0.02%
2,333
+16
17 18
19
20 21