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
1226
$85K ﹤0.01%
+2,400
1227
$84K ﹤0.01%
1,111
-849
1228
$84K ﹤0.01%
954
-152
1229
$84K ﹤0.01%
1,224
-175
1230
$84K ﹤0.01%
737
-17
1231
$84K ﹤0.01%
1,123
+1
1232
$83K ﹤0.01%
626
-68
1233
$83K ﹤0.01%
458
-190
1234
$83K ﹤0.01%
1,726
-671
1235
$83K ﹤0.01%
4,750
+26
1236
$83K ﹤0.01%
2,800
+800
1237
$83K ﹤0.01%
3,481
+24
1238
$82K ﹤0.01%
464
-3,011
1239
$82K ﹤0.01%
1,398
-10,914
1240
$82K ﹤0.01%
2,873
+147
1241
$82K ﹤0.01%
2,099
1242
$82K ﹤0.01%
+1,003
1243
$82K ﹤0.01%
2,219
+314
1244
$82K ﹤0.01%
1,494
1245
$82K ﹤0.01%
1,201
1246
$81K ﹤0.01%
181
-61
1247
$81K ﹤0.01%
5,052
1248
$81K ﹤0.01%
208
1249
$81K ﹤0.01%
1,500
1250
$81K ﹤0.01%
2,254
+1,418
48 49
50
51 52