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
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.8M
3
+$17M
4
ADBE icon
Adobe
ADBE
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$13.1M

Top Sells

1
+$16.4M
2
+$10.5M
3
+$9.76M
4
DIS icon
Walt Disney
DIS
+$8.77M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 15.38%
2 Consumer Discretionary 8.59%
3 Financials 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$94K ﹤0.01%
5,323
+283
1427
$93K ﹤0.01%
836
1428
$93K ﹤0.01%
+6,135
1429
$93K ﹤0.01%
792
-4
1430
$93K ﹤0.01%
3,217
+1,266
1431
$93K ﹤0.01%
800
1432
$93K ﹤0.01%
2,891
1433
$92K ﹤0.01%
3,823
+3,692
1434
$92K ﹤0.01%
285
+229
1435
$92K ﹤0.01%
+9,000
1436
$92K ﹤0.01%
+425
1437
$92K ﹤0.01%
2,500
+1,814
1438
$91K ﹤0.01%
407
+120
1439
$91K ﹤0.01%
3,226
1440
$91K ﹤0.01%
2,948
-876
1441
$91K ﹤0.01%
3,200
+2,500
1442
$90K ﹤0.01%
3,733
-334
1443
$90K ﹤0.01%
+950
1444
$90K ﹤0.01%
3,000
-1,870
1445
$90K ﹤0.01%
2,485
-145
1446
$89K ﹤0.01%
7,647
+10
1447
$89K ﹤0.01%
2,726
-214
1448
$89K ﹤0.01%
1,335
+6
1449
$89K ﹤0.01%
+1,505
1450
$89K ﹤0.01%
707
56 57
58
59 60