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
1601
$15K ﹤0.01%
524
+166
1602
$14.8K ﹤0.01%
118
-76
1603
$14.8K ﹤0.01%
500
1604
$14.8K ﹤0.01%
360
+20
1605
$14.8K ﹤0.01%
47
1606
$14.7K ﹤0.01%
200
1607
$14.6K ﹤0.01%
480
1608
$14.5K ﹤0.01%
262
-17
1609
$14.4K ﹤0.01%
3,940
-220
1610
$14.4K ﹤0.01%
400
-22,750
1611
$14.3K ﹤0.01%
+468
1612
$14.3K ﹤0.01%
277
-429
1613
$14.1K ﹤0.01%
427
+205
1614
$14K ﹤0.01%
78
+1
1615
$14K ﹤0.01%
4,350
-12,401
1616
$13.9K ﹤0.01%
196
+24
1617
$13.9K ﹤0.01%
57
-7,866
1618
$13.9K ﹤0.01%
50
+5
1619
$13.9K ﹤0.01%
591
-515
1620
$13.9K ﹤0.01%
1,596
-500
1621
$13.8K ﹤0.01%
+70
1622
$13.8K ﹤0.01%
267
1623
$13.8K ﹤0.01%
478
1624
$13.8K ﹤0.01%
24
-2,165
1625
$13.7K ﹤0.01%
181
-286
63 64
65
66 67