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
$5.51B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.17M
3
+$5.15M
4
ITW icon
Illinois Tool Works
ITW
+$5.13M
5
UNP icon
Union Pacific
UNP
+$5.12M

Top Sells

1
+$55.6M
2
+$6.84M
3
+$6.4M
4
DOV icon
Dover
DOV
+$6.03M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.94M

Sector Composition

1 Technology 11.79%
2 Industrials 4.59%
3 Financials 3.93%
4 Consumer Discretionary 3.71%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$8.01K ﹤0.01%
500
1777
$7.99K ﹤0.01%
149
1778
$7.98K ﹤0.01%
90
-12
1779
$7.97K ﹤0.01%
250
1780
$7.94K ﹤0.01%
243
1781
$7.89K ﹤0.01%
649
+6
1782
$7.88K ﹤0.01%
267
1783
$7.86K ﹤0.01%
165
-598
1784
$7.86K ﹤0.01%
45
1785
$7.84K ﹤0.01%
+407
1786
$7.82K ﹤0.01%
100
1787
$7.82K ﹤0.01%
237
+29
1788
$7.82K ﹤0.01%
197
-6
1789
$7.81K ﹤0.01%
98
+8
1790
$7.75K ﹤0.01%
124
1791
$7.69K ﹤0.01%
293
1792
$7.67K ﹤0.01%
342
1793
$7.65K ﹤0.01%
312
1794
$7.64K ﹤0.01%
97
1795
$7.63K ﹤0.01%
70
1796
$7.63K ﹤0.01%
125
1797
$7.57K ﹤0.01%
186
+70
1798
$7.56K ﹤0.01%
47
1799
$7.5K ﹤0.01%
228
+1
1800
$7.5K ﹤0.01%
262
+7
70 71
72
73 74