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
1676
$28K ﹤0.01%
3,510
+2,510
1677
$27K ﹤0.01%
2,137
-2,825
1678
$27K ﹤0.01%
511
1679
$27K ﹤0.01%
448
-215
1680
$27K ﹤0.01%
+428
1681
$27K ﹤0.01%
513
+2
1682
$27K ﹤0.01%
2,830
-16,164
1683
$27K ﹤0.01%
207
1684
$27K ﹤0.01%
250
1685
$27K ﹤0.01%
278
+12
1686
$27K ﹤0.01%
2,631
1687
$27K ﹤0.01%
700
-1,265
1688
$27K ﹤0.01%
1,000
+300
1689
$27K ﹤0.01%
553
1690
$27K ﹤0.01%
1,000
1691
$27K ﹤0.01%
1,394
1692
$27K ﹤0.01%
1,600
-25
1693
$26K ﹤0.01%
300
-800
1694
$26K ﹤0.01%
751
+588
1695
$26K ﹤0.01%
659
1696
$26K ﹤0.01%
170
1697
$26K ﹤0.01%
1,826
1698
$26K ﹤0.01%
100
1699
$26K ﹤0.01%
649
1700
$26K ﹤0.01%
234
66 67
68
69 70