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
526
$468K 0.02%
1,615
-588
527
$464K 0.02%
24,448
-915
528
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2,665
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4,069
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530
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531
$457K 0.02%
19,206
532
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35,477
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533
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13,424
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534
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535
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+17,434
536
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16,052
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537
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13,582
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538
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10,523
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539
$443K 0.02%
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549
$422K 0.02%
2,978
+1,726
550
$422K 0.02%
1,734
-21,382
20 21
22
23 24