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
826
$233K 0.01%
2,270
-8,758
827
$232K 0.01%
6,874
-405,859
828
$232K 0.01%
10,515
829
$232K 0.01%
1,538
-6,333
830
$231K 0.01%
7,364
-476
831
$231K 0.01%
6,115
-20
832
$230K 0.01%
18,906
833
$230K 0.01%
2,140
-309
834
$228K 0.01%
4,680
-700
835
$228K 0.01%
3,979
-58
836
$226K 0.01%
1,544
-18
837
$226K 0.01%
1,079
-410
838
$226K 0.01%
4,840
-1,195
839
$225K 0.01%
4,320
-2,410
840
$224K 0.01%
2,655
841
$224K 0.01%
1,299
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842
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1,135
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843
$223K 0.01%
5,556
844
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3,900
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845
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846
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2,592
-2,900
847
$221K 0.01%
1,350
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848
$221K 0.01%
4,144
+294
849
$220K 0.01%
3,249
-312
850
$220K 0.01%
19,535
-97,535
32 33
34
35 36