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
1776
$22K ﹤0.01%
+182
1777
$22K ﹤0.01%
186
-568
1778
$22K ﹤0.01%
+440
1779
$22K ﹤0.01%
1,000
-2,100
1780
$22K ﹤0.01%
160
1781
$22K ﹤0.01%
642
1782
$22K ﹤0.01%
334
-213
1783
$21K ﹤0.01%
179
-5,048
1784
$21K ﹤0.01%
+1,500
1785
$21K ﹤0.01%
531
-2,083
1786
$21K ﹤0.01%
4,893
-473
1787
$21K ﹤0.01%
106
1788
$21K ﹤0.01%
700
-1,300
1789
$21K ﹤0.01%
3,000
1790
$21K ﹤0.01%
2,116
+37
1791
$21K ﹤0.01%
1,398
-500
1792
$21K ﹤0.01%
447
-42
1793
$21K ﹤0.01%
1,558
-2,554
1794
$21K ﹤0.01%
4,686
+59
1795
$21K ﹤0.01%
876
1796
$21K ﹤0.01%
+450
1797
$21K ﹤0.01%
69
-60
1798
$20K ﹤0.01%
602
-924
1799
$20K ﹤0.01%
217
+77
1800
$20K ﹤0.01%
429
-835
70 71
72
73 74