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
1826
$7.06K ﹤0.01%
107
-21
1827
$7.05K ﹤0.01%
108
-8
1828
$7.05K ﹤0.01%
419
1829
$7.03K ﹤0.01%
229
+150
1830
$7.03K ﹤0.01%
+299
1831
$6.99K ﹤0.01%
88
1832
$6.99K ﹤0.01%
38
-4
1833
$6.98K ﹤0.01%
38
+2
1834
$6.96K ﹤0.01%
150
-222
1835
$6.96K ﹤0.01%
+278
1836
$6.95K ﹤0.01%
116
1837
$6.91K ﹤0.01%
202
1838
$6.91K ﹤0.01%
+100
1839
$6.89K ﹤0.01%
690
+190
1840
$6.87K ﹤0.01%
34
1841
$6.84K ﹤0.01%
253
+53
1842
$6.84K ﹤0.01%
165
1843
$6.83K ﹤0.01%
214
+100
1844
$6.82K ﹤0.01%
775
1845
$6.78K ﹤0.01%
3,000
1846
$6.78K ﹤0.01%
100
1847
$6.77K ﹤0.01%
95
-5
1848
$6.76K ﹤0.01%
600
1849
$6.73K ﹤0.01%
20
1850
$6.72K ﹤0.01%
230
72 73
74
75 76