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
$2.71B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.63M
3
+$6.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.43M
5
AAPL icon
Apple
AAPL
+$5.47M

Top Sells

1
+$19.7M
2
+$11.2M
3
+$7.16M
4
ELV icon
Elevance Health
ELV
+$7.09M
5
ANET icon
Arista Networks
ANET
+$6.16M

Sector Composition

1 Technology 13.21%
2 Consumer Discretionary 5.46%
3 Healthcare 4.88%
4 Financials 4.25%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$183K 0.01%
28,693
+382
752
$182K 0.01%
3,864
+84
753
$181K 0.01%
4,377
+1,103
754
$181K 0.01%
2,958
+32
755
$180K 0.01%
2,223
+2
756
$180K 0.01%
7,701
757
$179K 0.01%
792
-80
758
$179K 0.01%
5,058
-225
759
$178K 0.01%
670
760
$178K 0.01%
2,019
-198
761
$178K 0.01%
44,540
762
$178K 0.01%
6,747
+32
763
$178K 0.01%
9,329
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764
$176K 0.01%
6,426
-125
765
$176K 0.01%
3,257
+897
766
$176K 0.01%
21,278
+9,686
767
$175K 0.01%
18,346
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$175K 0.01%
2,336
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769
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770
$175K 0.01%
2,018
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771
$174K 0.01%
+2,940
772
$173K 0.01%
1,762
773
$171K 0.01%
10,782
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774
$171K 0.01%
1,715
+203
775
$170K 0.01%
3,090
-576
29 30
31
32 33