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
526
$430K 0.02%
4,511
-676
527
$429K 0.02%
5,644
-1,684
528
$429K 0.02%
6,893
-344
529
$428K 0.02%
2,238
+117
530
$426K 0.02%
4,639
-5,782
531
$426K 0.02%
9,380
+17
532
$426K 0.02%
6,380
-41,512
533
$425K 0.02%
957
-15,376
534
$421K 0.02%
13,685
-250
535
$421K 0.02%
5,941
-35
536
$421K 0.02%
+4,594
537
$415K 0.02%
6,877
+309
538
$415K 0.02%
8,160
+196
539
$414K 0.02%
4,084
-20
540
$414K 0.02%
14,087
-3,515
541
$414K 0.02%
1,668
-294
542
$411K 0.02%
3,771
-898
543
$408K 0.02%
3,645
-208
544
$406K 0.02%
5,106
+253
545
$405K 0.01%
11,319
546
$402K 0.01%
4,879
547
$399K 0.01%
7,125
+60
548
$399K 0.01%
6,418
+1,772
549
$396K 0.01%
3,385
-309
550
$391K 0.01%
18,993
20 21
22
23 24