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
1876
$17K ﹤0.01%
67
-13
1877
$17K ﹤0.01%
80
+60
1878
$17K ﹤0.01%
30
1879
$17K ﹤0.01%
584
+5
1880
$17K ﹤0.01%
+544
1881
$17K ﹤0.01%
+375
1882
$17K ﹤0.01%
158
1883
$17K ﹤0.01%
3,833
-111
1884
$17K ﹤0.01%
1,826
-273
1885
$16K ﹤0.01%
203
-174
1886
$16K ﹤0.01%
385
-749
1887
$16K ﹤0.01%
1,521
-333
1888
$16K ﹤0.01%
270
-520
1889
$16K ﹤0.01%
400
1890
$16K ﹤0.01%
604
+404
1891
$16K ﹤0.01%
471
1892
$16K ﹤0.01%
3,923
+74
1893
$16K ﹤0.01%
384
-3,200
1894
$16K ﹤0.01%
144
-4
1895
$15K ﹤0.01%
188
-145
1896
$15K ﹤0.01%
1,966
1897
$15K ﹤0.01%
800
1898
$15K ﹤0.01%
678
+4
1899
$15K ﹤0.01%
920
-275
1900
$15K ﹤0.01%
929
-1,495
74 75
76
77 78