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
1426
$53K ﹤0.01%
2,045
1427
$53K ﹤0.01%
668
+36
1428
$53K ﹤0.01%
4,282
+1
1429
$53K ﹤0.01%
758
1430
$53K ﹤0.01%
21,890
-20,388
1431
$53K ﹤0.01%
1,401
-4,569
1432
$52K ﹤0.01%
1,050
-120
1433
$52K ﹤0.01%
654
-35
1434
$52K ﹤0.01%
+168
1435
$52K ﹤0.01%
869
-277
1436
$52K ﹤0.01%
726
1437
$52K ﹤0.01%
3,096
1438
$52K ﹤0.01%
2,200
-100
1439
$52K ﹤0.01%
3,106
+312
1440
$52K ﹤0.01%
1,300
1441
$51K ﹤0.01%
3,500
1442
$51K ﹤0.01%
975
1443
$51K ﹤0.01%
1,733
-1,394
1444
$51K ﹤0.01%
1,930
+2
1445
$51K ﹤0.01%
37,500
-100
1446
$51K ﹤0.01%
2,257
-16,950
1447
$51K ﹤0.01%
2,272
-5,501
1448
$50K ﹤0.01%
3,000
-118
1449
$50K ﹤0.01%
1,147
+3
1450
$50K ﹤0.01%
1,374
+2
56 57
58
59 60