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
626
$345K 0.01%
6,758
-679
627
$342K 0.01%
24,432
-722
628
$341K 0.01%
1,952
-267
629
$341K 0.01%
12,100
630
$340K 0.01%
3,130
-8
631
$339K 0.01%
38,874
632
$338K 0.01%
8,858
-452
633
$338K 0.01%
1,545
+1,046
634
$335K 0.01%
1,500
-250
635
$334K 0.01%
6,770
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636
$334K 0.01%
3,886
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637
$332K 0.01%
7,312
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638
$328K 0.01%
1,415
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639
$326K 0.01%
1,381
-250
640
$325K 0.01%
7,175
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641
$325K 0.01%
2,367
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642
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643
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735
644
$320K 0.01%
8,581
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645
$318K 0.01%
7,652
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646
$318K 0.01%
18,097
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647
$316K 0.01%
2,375
+1,095
648
$315K 0.01%
9,560
-17,033
649
$314K 0.01%
4,003
+4
650
$314K 0.01%
21,158
+211
24 25
26
27 28