SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$772M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,027
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$18.4M
3
+$15.9M
4
NOW icon
ServiceNow
NOW
+$11.8M
5
MSCI icon
MSCI
MSCI
+$11.2M

Top Sells

1
+$30.2M
2
+$21M
3
+$18M
4
SSO icon
ProShares Ultra S&P500
SSO
+$17.8M
5
CDNS icon
Cadence Design Systems
CDNS
+$15.5M

Sector Composition

1 Technology 14.26%
2 Financials 6.98%
3 Consumer Discretionary 6.87%
4 Healthcare 5.51%
5 Industrials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$299K 0.01%
203
-566
727
$298K 0.01%
5,281
+490
728
$298K 0.01%
1,135
+80
729
$296K 0.01%
2,466
-364
730
$295K 0.01%
6,271
+2,669
731
$295K 0.01%
17,723
-1,890
732
$295K 0.01%
607
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733
$295K 0.01%
621
-231
734
$295K 0.01%
8,880
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735
$294K 0.01%
3,145
-5,875
736
$294K 0.01%
2,294
+261
737
$292K 0.01%
2,987
-65
738
$292K 0.01%
8,414
+677
739
$291K 0.01%
9,550
740
$289K 0.01%
6,225
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741
$286K 0.01%
9,888
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7,849
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743
$282K 0.01%
2,289
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744
$282K 0.01%
5,368
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745
$282K 0.01%
29,348
746
$280K 0.01%
9,088
747
$280K 0.01%
3,733
-1,058
748
$280K 0.01%
11,590
+65
749
$278K 0.01%
2,241
-4
750
$278K 0.01%
4,926
-24
28 29
30
31 32