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
1376
$60K ﹤0.01%
3,597
1377
$60K ﹤0.01%
5,200
-6,566
1378
$60K ﹤0.01%
1,640
1379
$60K ﹤0.01%
707
+3
1380
$60K ﹤0.01%
1,084
-300
1381
$60K ﹤0.01%
386
-105
1382
$60K ﹤0.01%
945
1383
$60K ﹤0.01%
1,833
-33
1384
$60K ﹤0.01%
670
-5,909
1385
$59K ﹤0.01%
1,583
1386
$59K ﹤0.01%
402
-291
1387
$59K ﹤0.01%
3,120
-14,159
1388
$59K ﹤0.01%
5,028
-160
1389
$58K ﹤0.01%
2,065
1390
$58K ﹤0.01%
828
1391
$58K ﹤0.01%
1,186
1392
$58K ﹤0.01%
1,300
-182
1393
$58K ﹤0.01%
6,096
-11
1394
$58K ﹤0.01%
577
-51
1395
$58K ﹤0.01%
3,825
+2,052
1396
$58K ﹤0.01%
1,289
-133
1397
$58K ﹤0.01%
13,595
+6,378
1398
$57K ﹤0.01%
901
-186
1399
$57K ﹤0.01%
1,947
-619
1400
$57K ﹤0.01%
1,582
-9,061
54 55
56
57 58