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
$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
1726
$51K ﹤0.01%
410
1727
$51K ﹤0.01%
364
1728
$51K ﹤0.01%
2,100
1729
$51K ﹤0.01%
1,300
1730
$51K ﹤0.01%
663
+35
1731
$50K ﹤0.01%
428
+197
1732
$50K ﹤0.01%
+2,694
1733
$50K ﹤0.01%
13,275
+10,655
1734
$50K ﹤0.01%
640
+42
1735
$50K ﹤0.01%
+1,650
1736
$50K ﹤0.01%
1,144
+5
1737
$50K ﹤0.01%
2,502
+221
1738
$50K ﹤0.01%
3,178
-3,142
1739
$49K ﹤0.01%
1,666
+35
1740
$49K ﹤0.01%
5,211
+15
1741
$49K ﹤0.01%
2,900
+200
1742
$49K ﹤0.01%
+585
1743
$49K ﹤0.01%
1,345
+564
1744
$49K ﹤0.01%
1,023
1745
$49K ﹤0.01%
1,500
+500
1746
$49K ﹤0.01%
1,275
+15
1747
$49K ﹤0.01%
468
1748
$49K ﹤0.01%
1,106
-355
1749
$48K ﹤0.01%
1,965
+465
1750
$48K ﹤0.01%
426
+2
68 69
70
71 72