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
1801
$20K ﹤0.01%
+4,000
1802
$20K ﹤0.01%
+1,195
1803
$20K ﹤0.01%
860
+687
1804
$20K ﹤0.01%
509
+5
1805
$20K ﹤0.01%
1,005
1806
$20K ﹤0.01%
408
+66
1807
$20K ﹤0.01%
1,536
1808
$20K ﹤0.01%
240
+11
1809
$20K ﹤0.01%
253
-17
1810
$20K ﹤0.01%
420
1811
$20K ﹤0.01%
+227
1812
$20K ﹤0.01%
2,187
1813
$20K ﹤0.01%
266
+200
1814
$20K ﹤0.01%
9,286
-83,832
1815
$20K ﹤0.01%
257
1816
$20K ﹤0.01%
764
-244
1817
$20K ﹤0.01%
600
-1,808
1818
$20K ﹤0.01%
1,435
1819
$20K ﹤0.01%
959
1820
$20K ﹤0.01%
700
-2,500
1821
$20K ﹤0.01%
232
-766
1822
$20K ﹤0.01%
6,600
1823
$20K ﹤0.01%
2
1824
$20K ﹤0.01%
525
-90
1825
$19K ﹤0.01%
213
-22
71 72
73
74 75