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
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$14.4M
3
+$5.66M
4
SPOT icon
Spotify
SPOT
+$3.74M
5
EW icon
Edwards Lifesciences
EW
+$3.28M

Top Sells

1
+$23M
2
+$22.7M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$22M
5
MSFT icon
Microsoft
MSFT
+$22M

Sector Composition

1 Technology 15.44%
2 Financials 5.08%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$281K 0.01%
7,300
-4,500
677
$281K 0.01%
3,081
-63,009
678
$281K 0.01%
5,460
+95
679
$279K 0.01%
11,308
+1,096
680
$278K 0.01%
7,112
681
$277K 0.01%
6,336
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682
$275K 0.01%
7,471
-7,807
683
$271K 0.01%
3,284
-6
684
$269K 0.01%
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685
$268K 0.01%
549
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686
$266K 0.01%
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687
$266K 0.01%
4,055
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688
$265K 0.01%
1,195
-1,189
689
$264K 0.01%
9,899
-2,339
690
$264K 0.01%
2,123
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$263K 0.01%
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693
$262K 0.01%
3,740
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694
$260K 0.01%
59,569
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695
$260K 0.01%
1,489
-1,999
696
$260K 0.01%
4,506
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697
$259K 0.01%
4,102
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698
$259K 0.01%
554
-6,940
699
$259K 0.01%
4,837
+11
700
$255K 0.01%
959
-669
26 27
28
29 30