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
1351
$32.8K ﹤0.01%
196
-23
1352
$32.7K ﹤0.01%
359
1353
$32.7K ﹤0.01%
679
+3
1354
$32.7K ﹤0.01%
19,920
-1,100
1355
$32.7K ﹤0.01%
637
-26
1356
$32.6K ﹤0.01%
528
1357
$32.4K ﹤0.01%
1,071
-1,597
1358
$32.3K ﹤0.01%
+1,300
1359
$32.1K ﹤0.01%
5,111
+98
1360
$32.1K ﹤0.01%
+780
1361
$32.1K ﹤0.01%
+179
1362
$31.9K ﹤0.01%
176
-1,287
1363
$31.8K ﹤0.01%
335
+263
1364
$31.7K ﹤0.01%
544
-1,795
1365
$31.5K ﹤0.01%
964
-8,021
1366
$31.4K ﹤0.01%
284
-1,248
1367
$31K ﹤0.01%
+8,825
1368
$30.9K ﹤0.01%
+620
1369
$30.8K ﹤0.01%
343
1370
$30.7K ﹤0.01%
548
+535
1371
$30.6K ﹤0.01%
700
-15
1372
$30.6K ﹤0.01%
565
+263
1373
$30.6K ﹤0.01%
242
+4
1374
$30.4K ﹤0.01%
+1,145
1375
$30.4K ﹤0.01%
884
-281
53 54
55
56 57