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
1751
$23K ﹤0.01%
600
-1,200
1752
$23K ﹤0.01%
4,032
+66
1753
$23K ﹤0.01%
670
-1,115
1754
$23K ﹤0.01%
127
-252
1755
$23K ﹤0.01%
1,384
1756
$23K ﹤0.01%
169
1757
$23K ﹤0.01%
+972
1758
$23K ﹤0.01%
2,256
1759
$23K ﹤0.01%
270
-116
1760
$23K ﹤0.01%
1,901
-2,894
1761
$23K ﹤0.01%
254
-7
1762
$23K ﹤0.01%
848
+1
1763
$22K ﹤0.01%
2,000
1764
$22K ﹤0.01%
100
-166
1765
$22K ﹤0.01%
372
-4,267
1766
$22K ﹤0.01%
1,015
-43,487
1767
$22K ﹤0.01%
299
-968
1768
$22K ﹤0.01%
1,839
-5,148
1769
$22K ﹤0.01%
1,165
1770
$22K ﹤0.01%
441
1771
$22K ﹤0.01%
400
1772
$22K ﹤0.01%
728
-2,390
1773
$22K ﹤0.01%
248
1774
$22K ﹤0.01%
1,087
1775
$22K ﹤0.01%
155
-21
69 70
71
72 73