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
1201
$90K ﹤0.01%
1,298
-4,534
1202
$90K ﹤0.01%
699
-14
1203
$89K ﹤0.01%
4,100
+300
1204
$89K ﹤0.01%
1,440
+1,005
1205
$89K ﹤0.01%
2,952
+4
1206
$89K ﹤0.01%
2,568
+1,697
1207
$89K ﹤0.01%
7,743
1208
$88K ﹤0.01%
446
-361
1209
$88K ﹤0.01%
+923
1210
$88K ﹤0.01%
4,700
+3,926
1211
$87K ﹤0.01%
2,326
+1,640
1212
$87K ﹤0.01%
1,237
-1,394
1213
$87K ﹤0.01%
586
-7,093
1214
$87K ﹤0.01%
1,338
+3
1215
$87K ﹤0.01%
2,163
-342
1216
$86K ﹤0.01%
859
1217
$86K ﹤0.01%
2,789
-1,494
1218
$86K ﹤0.01%
1,225
1219
$86K ﹤0.01%
2,891
1220
$85K ﹤0.01%
421
+14
1221
$85K ﹤0.01%
6,448
-988
1222
$85K ﹤0.01%
6,594
+28
1223
$85K ﹤0.01%
1,278
-1,260
1224
$85K ﹤0.01%
1,599
+450
1225
$85K ﹤0.01%
2,098
47 48
49
50 51