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
$5.51B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.17M
3
+$5.15M
4
ITW icon
Illinois Tool Works
ITW
+$5.13M
5
UNP icon
Union Pacific
UNP
+$5.12M

Top Sells

1
+$55.6M
2
+$6.84M
3
+$6.4M
4
DOV icon
Dover
DOV
+$6.03M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.94M

Sector Composition

1 Technology 11.79%
2 Industrials 4.59%
3 Financials 3.93%
4 Consumer Discretionary 3.71%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$367K 0.01%
3,081
+57
602
$366K 0.01%
6,298
+109
603
$365K 0.01%
7,391
-231
604
$365K 0.01%
27,487
+3,252
605
$363K 0.01%
2,980
+362
606
$361K 0.01%
8,679
+219
607
$361K 0.01%
2,459
-5
608
$357K 0.01%
6,195
-1,520
609
$357K 0.01%
8,097
+3,226
610
$355K 0.01%
7,833
+1,394
611
$354K 0.01%
9,950
612
$353K 0.01%
7,436
+65
613
$353K 0.01%
5,904
-103
614
$353K 0.01%
39,156
-28,250
615
$352K 0.01%
10,370
+584
616
$351K 0.01%
988
+80
617
$350K 0.01%
7,442
+414
618
$350K 0.01%
23,537
+6,910
619
$350K 0.01%
81,768
+339
620
$348K 0.01%
3,509
+2
621
$348K 0.01%
1,963
-37,466
622
$347K 0.01%
625
-18
623
$347K 0.01%
8,832
+10
624
$347K 0.01%
3,584
-173
625
$346K 0.01%
968
+13
23 24
25
26 27