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
1701
$26K ﹤0.01%
87
-46
1702
$26K ﹤0.01%
694
1703
$26K ﹤0.01%
2,000
1704
$26K ﹤0.01%
1,900
1705
$26K ﹤0.01%
150
-755
1706
$26K ﹤0.01%
380
+173
1707
$26K ﹤0.01%
180
+97
1708
$25K ﹤0.01%
+2,000
1709
$25K ﹤0.01%
577
-25
1710
$25K ﹤0.01%
660
-16
1711
$25K ﹤0.01%
560
-1,940
1712
$25K ﹤0.01%
142
-222
1713
$25K ﹤0.01%
1,797
-21,060
1714
$25K ﹤0.01%
592
-104
1715
$25K ﹤0.01%
205
-929
1716
$25K ﹤0.01%
642
-2,058
1717
$25K ﹤0.01%
+190
1718
$25K ﹤0.01%
1,099
-26
1719
$25K ﹤0.01%
713
+13
1720
$25K ﹤0.01%
692
-747
1721
$25K ﹤0.01%
2,162
+339
1722
$25K ﹤0.01%
486
+300
1723
$25K ﹤0.01%
300
1724
$25K ﹤0.01%
308
1725
$25K ﹤0.01%
+774
67 68
69
70 71