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
776
$169K 0.01%
6,381
-101
777
$168K 0.01%
955
-1
778
$167K 0.01%
3,277
-1,268
779
$167K 0.01%
3,106
+194
780
$167K 0.01%
907
-487
781
$166K 0.01%
3,238
+107
782
$164K 0.01%
5,143
+2,143
783
$164K 0.01%
4,168
+436
784
$164K 0.01%
1,407
-7
785
$164K 0.01%
10,578
786
$164K 0.01%
1,857
+3
787
$164K 0.01%
3,956
788
$163K 0.01%
7,089
-17
789
$163K 0.01%
1,135
-595
790
$161K 0.01%
871
-55
791
$161K 0.01%
4,701
-1,728
792
$160K 0.01%
+9,296
793
$160K 0.01%
389
794
$160K 0.01%
4,271
+118
795
$159K 0.01%
5,470
-1,820
796
$159K 0.01%
1,881
+1,648
797
$159K 0.01%
635
798
$159K 0.01%
1,648
-367
799
$158K 0.01%
3,070
+47
800
$158K 0.01%
15,211
+350
30 31
32
33 34