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
1626
$13.7K ﹤0.01%
1,449
+32
1627
$13.7K ﹤0.01%
251
1628
$13.6K ﹤0.01%
604
-18
1629
$13.5K ﹤0.01%
438
-58
1630
$13.5K ﹤0.01%
+300
1631
$13.4K ﹤0.01%
71
+15
1632
$13.4K ﹤0.01%
249
-47
1633
$13.4K ﹤0.01%
308
-44
1634
$13.3K ﹤0.01%
204
-775
1635
$13.3K ﹤0.01%
600
-40
1636
$13.2K ﹤0.01%
600
1637
$13.2K ﹤0.01%
243
-25
1638
$13.2K ﹤0.01%
48
-8
1639
$13K ﹤0.01%
844
-142
1640
$13K ﹤0.01%
72
-491
1641
$13K ﹤0.01%
400
1642
$12.9K ﹤0.01%
304
1643
$12.9K ﹤0.01%
196
1644
$12.8K ﹤0.01%
262
-1,019
1645
$12.8K ﹤0.01%
293
1646
$12.7K ﹤0.01%
+234
1647
$12.7K ﹤0.01%
+2,000
1648
$12.5K ﹤0.01%
199
-833
1649
$12.4K ﹤0.01%
1,535
1650
$12.4K ﹤0.01%
236
64 65
66
67 68