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
626
$424K 0.01%
12,435
-34
627
$421K 0.01%
11,006
628
$421K 0.01%
21,546
-2,822
629
$412K 0.01%
4,914
630
$411K 0.01%
12,122
-252
631
$410K 0.01%
3,098
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632
$407K 0.01%
6,313
-5,426
633
$404K 0.01%
4,043
-3,536
634
$399K 0.01%
8,876
635
$398K 0.01%
10,788
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636
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4,550
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637
$396K 0.01%
6,452
638
$395K 0.01%
15,735
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639
$394K 0.01%
1,920
-951
640
$394K 0.01%
10,522
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641
$394K 0.01%
5,633
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$394K 0.01%
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643
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3,926
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644
$392K 0.01%
19,936
-7,802
645
$391K 0.01%
22,600
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646
$388K 0.01%
4,293
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647
$387K 0.01%
1,627
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648
$383K 0.01%
6,668
-3,596
649
$382K 0.01%
10,434
-282
650
$382K 0.01%
7,976
24 25
26
27 28