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
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$14.4M
3
+$5.66M
4
SPOT icon
Spotify
SPOT
+$3.74M
5
EW icon
Edwards Lifesciences
EW
+$3.28M

Top Sells

1
+$23M
2
+$22.7M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$22M
5
MSFT icon
Microsoft
MSFT
+$22M

Sector Composition

1 Technology 15.44%
2 Financials 5.08%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$7.3K ﹤0.01%
91
-78
1827
$7.27K ﹤0.01%
+768
1828
$7.27K ﹤0.01%
164
+76
1829
$7.27K ﹤0.01%
250
+1
1830
$7.18K ﹤0.01%
517
1831
$7.14K ﹤0.01%
55
+51
1832
$7.11K ﹤0.01%
+236
1833
$7.09K ﹤0.01%
41
+1
1834
$7.09K ﹤0.01%
450
1835
$7.09K ﹤0.01%
46
+8
1836
$7.06K ﹤0.01%
152
-154
1837
$7.03K ﹤0.01%
2,450
-1,769
1838
$6.99K ﹤0.01%
300
+100
1839
$6.98K ﹤0.01%
50
-7
1840
$6.98K ﹤0.01%
400
1841
$6.96K ﹤0.01%
194
1842
$6.96K ﹤0.01%
109
+1
1843
$6.96K ﹤0.01%
107
+1
1844
$6.96K ﹤0.01%
105
1845
$6.95K ﹤0.01%
50
-398
1846
$6.94K ﹤0.01%
296
-865
1847
$6.91K ﹤0.01%
44
+1
1848
$6.91K ﹤0.01%
125
1849
$6.88K ﹤0.01%
24
1850
$6.87K ﹤0.01%
200
-250
72 73
74
75 76