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
1851
$18K ﹤0.01%
104
-45
1852
$18K ﹤0.01%
2,000
1853
$18K ﹤0.01%
+600
1854
$18K ﹤0.01%
300
1855
$18K ﹤0.01%
5,355
-1,101
1856
$18K ﹤0.01%
198
1857
$18K ﹤0.01%
710
+210
1858
$18K ﹤0.01%
+354
1859
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151
1860
$18K ﹤0.01%
440
1861
$18K ﹤0.01%
750
1862
$18K ﹤0.01%
+6,900
1863
$17K ﹤0.01%
381
-523
1864
$17K ﹤0.01%
400
1865
$17K ﹤0.01%
500
1866
$17K ﹤0.01%
550
1867
$17K ﹤0.01%
73
-153
1868
$17K ﹤0.01%
227
1869
$17K ﹤0.01%
1,070
-20,483
1870
$17K ﹤0.01%
33
-99
1871
$17K ﹤0.01%
250
-235
1872
$17K ﹤0.01%
1,126
-1,152
1873
$17K ﹤0.01%
1,135
1874
$17K ﹤0.01%
765
1875
$17K ﹤0.01%
2,300
73 74
75
76 77