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
1826
$19K ﹤0.01%
500
1827
$19K ﹤0.01%
942
-2,160
1828
$19K ﹤0.01%
500
1829
$19K ﹤0.01%
565
-780
1830
$19K ﹤0.01%
+3,040
1831
$19K ﹤0.01%
1,000
-500
1832
$19K ﹤0.01%
735
-12,424
1833
$19K ﹤0.01%
250
-100
1834
$19K ﹤0.01%
300
1835
$19K ﹤0.01%
4,000
1836
$19K ﹤0.01%
84
-185
1837
$19K ﹤0.01%
716
-1,126
1838
$19K ﹤0.01%
259
-34
1839
$19K ﹤0.01%
1,278
1840
$19K ﹤0.01%
479
-23
1841
$19K ﹤0.01%
+339
1842
$19K ﹤0.01%
177
-46
1843
$18K ﹤0.01%
1,044
-206
1844
$18K ﹤0.01%
954
-1,548
1845
$18K ﹤0.01%
724
-699
1846
$18K ﹤0.01%
633
-120
1847
$18K ﹤0.01%
914
+500
1848
$18K ﹤0.01%
662
+215
1849
$18K ﹤0.01%
272
-12,588
1850
$18K ﹤0.01%
550
72 73
74
75 76