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
1351
$64K ﹤0.01%
754
-450
1352
$64K ﹤0.01%
1,658
-9,386
1353
$63K ﹤0.01%
538
1354
$63K ﹤0.01%
642
-865
1355
$63K ﹤0.01%
1,455
-190
1356
$63K ﹤0.01%
7,264
+668
1357
$63K ﹤0.01%
3,300
+925
1358
$63K ﹤0.01%
1,148
-25,369
1359
$63K ﹤0.01%
1,136
1360
$63K ﹤0.01%
1,325
+754
1361
$62K ﹤0.01%
709
+29
1362
$62K ﹤0.01%
491
-520
1363
$62K ﹤0.01%
1,000
1364
$62K ﹤0.01%
1,084
-342
1365
$62K ﹤0.01%
1,997
-391
1366
$62K ﹤0.01%
10,580
+100
1367
$61K ﹤0.01%
1,076
-250
1368
$61K ﹤0.01%
558
1369
$61K ﹤0.01%
3,422
+5
1370
$61K ﹤0.01%
4,200
1371
$61K ﹤0.01%
716
1372
$61K ﹤0.01%
765
-655
1373
$60K ﹤0.01%
1,586
-18,582
1374
$60K ﹤0.01%
821
-8
1375
$60K ﹤0.01%
5,141
53 54
55
56 57