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
776
$192K 0.01%
1,229
-1,422
777
$191K 0.01%
3,600
778
$191K 0.01%
3,248
+960
779
$190K 0.01%
9,330
-1,315
780
$189K 0.01%
5,102
+32
781
$188K 0.01%
1,200
+42
782
$187K 0.01%
2,997
-55
783
$184K 0.01%
2,658
784
$184K 0.01%
1,540
-1,827
785
$183K 0.01%
560
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786
$183K 0.01%
3,263
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787
$182K 0.01%
540
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788
$182K 0.01%
1,012
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789
$181K 0.01%
4,573
+4,500
790
$180K 0.01%
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-3,686
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793
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795
$178K 0.01%
952
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1,607
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797
$178K 0.01%
2,168
798
$178K 0.01%
3,369
-2,325
799
$177K 0.01%
1,465
-1,567
800
$177K 0.01%
4,767
-7,655
30 31
32
33 34