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
$2.97B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,300
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.1M
3
+$7.24M
4
TDG icon
TransDigm Group
TDG
+$6.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.52M

Top Sells

1
+$9.08M
2
+$8.85M
3
+$5.49M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.27M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.27M

Sector Composition

1 Technology 16.24%
2 Financials 5.29%
3 Consumer Discretionary 5.14%
4 Industrials 4.26%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$319K 0.01%
9,315
627
$318K 0.01%
814
+45
628
$318K 0.01%
3,506
+194
629
$317K 0.01%
4,004
630
$315K 0.01%
19,211
+75
631
$315K 0.01%
18,133
+14
632
$314K 0.01%
9,445
+95
633
$309K 0.01%
1,090
+18
634
$309K 0.01%
1,713
-50
635
$306K 0.01%
7,954
636
$305K 0.01%
7,373
637
$303K 0.01%
+9,133
638
$302K 0.01%
2,769
-1
639
$301K 0.01%
2,143
-190
640
$299K 0.01%
29,300
-14,092
641
$299K 0.01%
5,167
-400
642
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643
$296K 0.01%
7,265
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644
$292K 0.01%
2,804
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645
$289K 0.01%
1,955
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646
$288K 0.01%
7,800
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647
$288K 0.01%
1,586
+9
648
$288K 0.01%
5,616
+12
649
$285K 0.01%
22,888
+674
650
$282K 0.01%
3,609
-1,779
24 25
26
27 28