SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,027
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$18.4M
3
+$15.9M
4
NOW icon
ServiceNow
NOW
+$11.8M
5
MSCI icon
MSCI
MSCI
+$11.2M

Top Sells

1
+$30.2M
2
+$21M
3
+$18M
4
SSO icon
ProShares Ultra S&P500
SSO
+$17.8M
5
CDNS icon
Cadence Design Systems
CDNS
+$15.5M

Sector Composition

1 Technology 14.26%
2 Financials 6.98%
3 Consumer Discretionary 6.87%
4 Healthcare 5.51%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$500K 0.01%
7,737
-4,124
577
$495K 0.01%
6,103
+1,891
578
$492K 0.01%
2,206
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579
$492K 0.01%
2,663
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580
$491K 0.01%
17,421
-6,464
581
$490K 0.01%
18,210
+1,188
582
$489K 0.01%
12,371
583
$489K 0.01%
5,893
+4,029
584
$488K 0.01%
5,406
-1,316
585
$485K 0.01%
5,944
-12,506
586
$483K 0.01%
691
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587
$482K 0.01%
20,271
-797
588
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13,135
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589
$479K 0.01%
1,874
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590
$479K 0.01%
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3,491
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22,519
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593
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48,561
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594
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18,885
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595
$467K 0.01%
20,974
596
$467K 0.01%
2,685
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597
$466K 0.01%
4,010
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$464K 0.01%
4,829
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599
$463K 0.01%
35,185
-27,718
600
$463K 0.01%
10,085
-3,049
22 23
24
25 26