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
$5.51B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.17M
3
+$5.15M
4
ITW icon
Illinois Tool Works
ITW
+$5.13M
5
UNP icon
Union Pacific
UNP
+$5.12M

Top Sells

1
+$55.6M
2
+$6.84M
3
+$6.4M
4
DOV icon
Dover
DOV
+$6.03M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.94M

Sector Composition

1 Technology 11.79%
2 Industrials 4.59%
3 Financials 3.93%
4 Consumer Discretionary 3.71%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$16.1K ﹤0.01%
283
1577
$16.1K ﹤0.01%
142
1578
$16.1K ﹤0.01%
190
-30
1579
$16K ﹤0.01%
20,053
+143
1580
$16K ﹤0.01%
240
1581
$16K ﹤0.01%
365
1582
$16K ﹤0.01%
440
-3,320
1583
$15.9K ﹤0.01%
500
1584
$15.9K ﹤0.01%
13
1585
$15.8K ﹤0.01%
265
1586
$15.8K ﹤0.01%
+645
1587
$15.7K ﹤0.01%
410
1588
$15.7K ﹤0.01%
744
+5
1589
$15.5K ﹤0.01%
131
1590
$15.5K ﹤0.01%
647
-3,430
1591
$15.5K ﹤0.01%
36
+1
1592
$15.4K ﹤0.01%
46
1593
$15.4K ﹤0.01%
+300
1594
$15.1K ﹤0.01%
159
1595
$15.1K ﹤0.01%
44
+7
1596
$14.9K ﹤0.01%
300
1597
$14.8K ﹤0.01%
317
-187
1598
$14.8K ﹤0.01%
198
1599
$14.7K ﹤0.01%
4,070
1600
$14.7K ﹤0.01%
324
+12
62 63
64
65 66