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
801
$158K 0.01%
1,520
-200
802
$157K 0.01%
2,669
+100
803
$157K 0.01%
2,198
+1,724
804
$156K 0.01%
13,490
805
$156K 0.01%
3,797
806
$155K 0.01%
5,200
-1
807
$155K 0.01%
7,813
-3,464
808
$155K 0.01%
3,108
-6,411
809
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6,646
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810
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1,844
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811
$154K 0.01%
17,040
812
$153K 0.01%
2,127
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813
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4,560
814
$153K 0.01%
3,104
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815
$151K 0.01%
16,968
-4,464
816
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817
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818
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5,685
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819
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2,067
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820
$150K 0.01%
8,335
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821
$149K 0.01%
7,750
822
$149K 0.01%
4,339
823
$149K 0.01%
6,562
824
$148K 0.01%
3,259
+100
825
$148K 0.01%
7,234
-978
31 32
33
34 35