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
1376
$30.3K ﹤0.01%
1,591
+102
1377
$30.3K ﹤0.01%
1,385
1378
$30.3K ﹤0.01%
2,500
1379
$30.2K ﹤0.01%
1,032
1380
$30.2K ﹤0.01%
2,026
1381
$30.2K ﹤0.01%
381
-183
1382
$30.2K ﹤0.01%
1,000
-7
1383
$29.6K ﹤0.01%
758
+330
1384
$29.5K ﹤0.01%
66
-793
1385
$29.5K ﹤0.01%
206
-1
1386
$29.5K ﹤0.01%
8,080
1387
$29.3K ﹤0.01%
168
+41
1388
$29.2K ﹤0.01%
521
-838
1389
$29.1K ﹤0.01%
511
-16,743
1390
$29K ﹤0.01%
597
+17
1391
$29K ﹤0.01%
372
-832
1392
$28.9K ﹤0.01%
527
-1
1393
$28.6K ﹤0.01%
473
1394
$28.2K ﹤0.01%
450
-224
1395
$28.2K ﹤0.01%
2,454
-594
1396
$27.8K ﹤0.01%
500
-300
1397
$27.7K ﹤0.01%
408
-603
1398
$27.6K ﹤0.01%
216
-60
1399
$27.6K ﹤0.01%
685
-279
1400
$27.6K ﹤0.01%
88
+4
54 55
56
57 58