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
951
$104K ﹤0.01%
1,691
952
$104K ﹤0.01%
1,913
-833
953
$104K ﹤0.01%
3,555
-4,375
954
$104K ﹤0.01%
3,540
-2,670
955
$104K ﹤0.01%
354
-2,844
956
$104K ﹤0.01%
3,256
-22
957
$104K ﹤0.01%
11,324
-330
958
$103K ﹤0.01%
15,800
+14,800
959
$103K ﹤0.01%
10,573
+231
960
$102K ﹤0.01%
1,038
-200
961
$102K ﹤0.01%
22,800
962
$102K ﹤0.01%
2,691
-140
963
$102K ﹤0.01%
448
-440
964
$102K ﹤0.01%
4,863
+580
965
$102K ﹤0.01%
2,225
-118
966
$101K ﹤0.01%
41,971
-3,678
967
$101K ﹤0.01%
+1,101
968
$100K ﹤0.01%
2,710
-210
969
$100K ﹤0.01%
9,000
970
$99.9K ﹤0.01%
1,258
+867
971
$99.8K ﹤0.01%
1,825
-45
972
$99.6K ﹤0.01%
1,778
+1,324
973
$99.6K ﹤0.01%
867
+49
974
$99.4K ﹤0.01%
1,000
975
$98.8K ﹤0.01%
1,259
+1,067
37 38
39
40 41