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
701
$226K 0.01%
2,819
+608
702
$225K 0.01%
5,168
-4,119
703
$225K 0.01%
7,500
-200
704
$224K 0.01%
2,337
-285
705
$223K 0.01%
3,640
706
$222K 0.01%
1,843
707
$219K 0.01%
4,093
+2,936
708
$218K 0.01%
36,317
+439
709
$216K 0.01%
668
+50
710
$216K 0.01%
5,000
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711
$215K 0.01%
2,471
+23
712
$214K 0.01%
10,500
+2,200
713
$213K 0.01%
4,941
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714
$212K 0.01%
961
-203
715
$211K 0.01%
1,003
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716
$210K 0.01%
10,222
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718
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3,064
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719
$208K 0.01%
7,701
720
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7,009
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721
$207K 0.01%
2,156
+1,600
722
$207K 0.01%
3,623
+430
723
$206K 0.01%
17,299
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724
$205K 0.01%
43,677
+28,097
725
$202K 0.01%
5,052
+1
27 28
29
30 31