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
$2.97B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,300
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.1M
3
+$7.24M
4
TDG icon
TransDigm Group
TDG
+$6.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.52M

Top Sells

1
+$9.08M
2
+$8.85M
3
+$5.49M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.27M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.27M

Sector Composition

1 Technology 16.24%
2 Financials 5.29%
3 Consumer Discretionary 5.14%
4 Industrials 4.26%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$537K 0.02%
23,979
-4,228
502
$533K 0.02%
6,610
-3,775
503
$525K 0.02%
6,737
-182
504
$524K 0.02%
9,763
+601
505
$524K 0.02%
64,947
+18,727
506
$523K 0.02%
14,036
-2,859
507
$517K 0.02%
18,648
-378
508
$515K 0.02%
4,029
+2
509
$514K 0.02%
2,231
-317
510
$513K 0.02%
1,569
-238
511
$512K 0.02%
13,360
512
$510K 0.02%
11,288
+292
513
$506K 0.02%
4,968
+4,150
514
$506K 0.02%
26,538
-719
515
$506K 0.02%
7,668
+46
516
$503K 0.02%
+2,265
517
$503K 0.02%
41,993
+238
518
$495K 0.02%
12,530
-8,205
519
$491K 0.02%
13,615
-70
520
$484K 0.02%
3,537
+467
521
$483K 0.02%
2,897
+192
522
$483K 0.02%
6,818
+2
523
$480K 0.02%
3,010
+1,012
524
$480K 0.02%
7,155
525
$479K 0.02%
11,130
+1
19 20
21
22 23