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
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.8M
3
+$17M
4
ADBE icon
Adobe
ADBE
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$13.1M

Top Sells

1
+$16.4M
2
+$10.5M
3
+$9.76M
4
DIS icon
Walt Disney
DIS
+$8.77M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 15.38%
2 Consumer Discretionary 8.59%
3 Financials 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$52K ﹤0.01%
2,045
-180
1702
$52K ﹤0.01%
1,526
-4,766
1703
$52K ﹤0.01%
4,281
+1
1704
$52K ﹤0.01%
398
1705
$52K ﹤0.01%
20
+7
1706
$52K ﹤0.01%
3,526
+3,438
1707
$52K ﹤0.01%
+580
1708
$52K ﹤0.01%
859
+299
1709
$52K ﹤0.01%
+1,000
1710
$52K ﹤0.01%
469
1711
$52K ﹤0.01%
198
-12
1712
$52K ﹤0.01%
2,300
+600
1713
$52K ﹤0.01%
2,147
+690
1714
$51K ﹤0.01%
663
+35
1715
$51K ﹤0.01%
+10,114
1716
$51K ﹤0.01%
885
+102
1717
$51K ﹤0.01%
2,928
1718
$51K ﹤0.01%
3,336
+1,079
1719
$51K ﹤0.01%
+1,163
1720
$51K ﹤0.01%
931
-140
1721
$51K ﹤0.01%
689
+589
1722
$51K ﹤0.01%
+1,525
1723
$51K ﹤0.01%
661
+575
1724
$51K ﹤0.01%
+975
1725
$51K ﹤0.01%
2,100
+2
67 68
69
70 71