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
1651
$29K ﹤0.01%
84
-291
1652
$29K ﹤0.01%
442
1653
$29K ﹤0.01%
1,300
1654
$29K ﹤0.01%
688
+120
1655
$29K ﹤0.01%
314
-2
1656
$29K ﹤0.01%
2,958
1657
$29K ﹤0.01%
372
+1
1658
$29K ﹤0.01%
200
-200
1659
$29K ﹤0.01%
111
-174
1660
$29K ﹤0.01%
4,050
1661
$29K ﹤0.01%
500
-11,649
1662
$29K ﹤0.01%
227
1663
$29K ﹤0.01%
352
1664
$29K ﹤0.01%
+170
1665
$29K ﹤0.01%
1,025
1666
$29K ﹤0.01%
+9,002
1667
$28K ﹤0.01%
1,170
1668
$28K ﹤0.01%
1,072
+171
1669
$28K ﹤0.01%
900
1670
$28K ﹤0.01%
879
-2,408
1671
$28K ﹤0.01%
2,100
1672
$28K ﹤0.01%
250
1673
$28K ﹤0.01%
1,385
-328
1674
$28K ﹤0.01%
726
1675
$28K ﹤0.01%
665
65 66
67
68 69