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
1726
$25K ﹤0.01%
1,475
-103
1727
$25K ﹤0.01%
1,922
1728
$25K ﹤0.01%
493
-7,803
1729
$25K ﹤0.01%
600
1730
$25K ﹤0.01%
754
-88
1731
$25K ﹤0.01%
848
-1,371
1732
$25K ﹤0.01%
3,174
-533
1733
$24K ﹤0.01%
141
1734
$24K ﹤0.01%
2,147
1735
$24K ﹤0.01%
600
-10
1736
$24K ﹤0.01%
516
-503
1737
$24K ﹤0.01%
900
1738
$24K ﹤0.01%
547
-15
1739
$24K ﹤0.01%
550
-562
1740
$24K ﹤0.01%
3,992
+3,648
1741
$24K ﹤0.01%
1,344
+21
1742
$24K ﹤0.01%
1,400
-3,197
1743
$24K ﹤0.01%
509
1744
$24K ﹤0.01%
100
-14
1745
$24K ﹤0.01%
1,918
1746
$24K ﹤0.01%
2,000
1747
$24K ﹤0.01%
+700
1748
$23K ﹤0.01%
2,000
-1,200
1749
$23K ﹤0.01%
1,841
-20
1750
$23K ﹤0.01%
+923
68 69
70
71 72