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
651
$278K 0.01%
5,842
+55
652
$277K 0.01%
2,934
-45
653
$277K 0.01%
6,660
-5,710
654
$277K 0.01%
6,639
-8,363
655
$275K 0.01%
46,830
+435
656
$273K 0.01%
6,492
+2,492
657
$271K 0.01%
5,062
658
$271K 0.01%
86
-6
659
$270K 0.01%
2,001
-149
660
$270K 0.01%
2,715
-5,811
661
$268K 0.01%
12,144
-366
662
$268K 0.01%
19,511
+12,311
663
$267K 0.01%
1,114
+223
664
$266K 0.01%
4,031
+146
665
$265K 0.01%
2,185
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666
$263K 0.01%
5,582
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667
$263K 0.01%
8,943
-1,475
668
$262K 0.01%
1,456
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669
$262K 0.01%
9,857
+1,220
670
$260K 0.01%
5,450
-6,055
671
$259K 0.01%
3,662
+292
672
$258K 0.01%
664
+46
673
$258K 0.01%
5,564
-176
674
$257K 0.01%
1,954
675
$256K 0.01%
22,808
-58,207
25 26
27
28 29