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
1151
$57.6K ﹤0.01%
585
+252
1152
$57.5K ﹤0.01%
700
-440
1153
$57K ﹤0.01%
3,388
+2,564
1154
$56.9K ﹤0.01%
344
+195
1155
$56.9K ﹤0.01%
2,790
1156
$56.7K ﹤0.01%
2,516
1157
$56.5K ﹤0.01%
13,200
-750
1158
$56K ﹤0.01%
1,400
1159
$56K ﹤0.01%
308
+2
1160
$55.9K ﹤0.01%
168
-72
1161
$55.9K ﹤0.01%
416
-62
1162
$55.2K ﹤0.01%
1,745
+48
1163
$55K ﹤0.01%
12,750
+3,620
1164
$54.5K ﹤0.01%
1,862
-86
1165
$54.3K ﹤0.01%
352
1166
$54K ﹤0.01%
97
-339
1167
$53.9K ﹤0.01%
6,830
-380
1168
$53.9K ﹤0.01%
1,123
-164
1169
$53.9K ﹤0.01%
136
-1
1170
$53.7K ﹤0.01%
1,405
-40
1171
$53.5K ﹤0.01%
1,086
1172
$53.5K ﹤0.01%
1,449
-81
1173
$53.4K ﹤0.01%
354
-1,300
1174
$53.1K ﹤0.01%
4,537
-300
1175
$52.9K ﹤0.01%
10,970
+3,360
45 46
47
48 49