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
1051
$80K ﹤0.01%
1,139
-32
1052
$79.9K ﹤0.01%
981
+31
1053
$79.7K ﹤0.01%
3,758
-210
1054
$79.5K ﹤0.01%
1,916
+898
1055
$79.5K ﹤0.01%
1,128
1056
$79.5K ﹤0.01%
441
1057
$79.4K ﹤0.01%
+1,729
1058
$79.2K ﹤0.01%
1,096
-6
1059
$79.1K ﹤0.01%
1,040
-4,638
1060
$78.8K ﹤0.01%
+2,519
1061
$78.7K ﹤0.01%
326
-50
1062
$77.8K ﹤0.01%
900
+567
1063
$77.8K ﹤0.01%
653
-186
1064
$77.6K ﹤0.01%
1,388
-213
1065
$77.6K ﹤0.01%
3,158
-20
1066
$77.5K ﹤0.01%
705
+133
1067
$77.4K ﹤0.01%
1,952
+1,903
1068
$77.3K ﹤0.01%
1,814
-245
1069
$77.1K ﹤0.01%
4,495
+27
1070
$76.7K ﹤0.01%
1,000
1071
$76.6K ﹤0.01%
518
-517
1072
$76.6K ﹤0.01%
11,400
+8,200
1073
$76.4K ﹤0.01%
507
+221
1074
$76.2K ﹤0.01%
4,544
-700
1075
$75.8K ﹤0.01%
6,062
+104
41 42
43
44 45