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
801
$246K 0.01%
5,697
-111
802
$246K 0.01%
3,860
-1,288
803
$246K 0.01%
2,257
+778
804
$246K 0.01%
5,910
-31,858
805
$245K 0.01%
2,284
-214
806
$243K 0.01%
5,061
+1,621
807
$242K 0.01%
3,360
-2,145
808
$242K 0.01%
326
-57
809
$241K 0.01%
4,947
-15,265
810
$241K 0.01%
18,000
+11,865
811
$241K 0.01%
3,036
-976
812
$240K 0.01%
8,509
813
$240K 0.01%
+360
814
$240K 0.01%
7,656
-63
815
$240K 0.01%
29,000
-908
816
$239K 0.01%
7,517
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817
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7,255
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818
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16,043
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819
$237K 0.01%
2,147
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820
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2,378
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821
$237K 0.01%
3,303
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822
$236K 0.01%
+1,586
823
$236K 0.01%
1,565
+1
824
$235K 0.01%
5,966
-8,577
825
$235K 0.01%
4,427
-51
31 32
33
34 35