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
601
$318K 0.01%
2,815
-100
602
$318K 0.01%
17,700
-21,750
603
$316K 0.01%
9,950
+2,750
604
$315K 0.01%
12,098
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605
$315K 0.01%
2,818
-437
606
$313K 0.01%
27,912
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607
$313K 0.01%
6,294
-2,138
608
$310K 0.01%
3,884
-3,157
609
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1,257
-2
610
$308K 0.01%
13,106
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611
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2,677
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612
$304K 0.01%
9,905
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613
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8,110
-9,821
614
$294K 0.01%
2,126
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615
$293K 0.01%
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616
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8,927
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618
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20,745
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619
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27,331
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620
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621
$288K 0.01%
243
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622
$287K 0.01%
8,145
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623
$287K 0.01%
115
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624
$285K 0.01%
18,088
+12
625
$282K 0.01%
2,401
-384
23 24
25
26 27