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
1901
$5.82K ﹤0.01%
1,000
1902
$5.79K ﹤0.01%
181
1903
$5.79K ﹤0.01%
195
-73
1904
$5.78K ﹤0.01%
60
+1
1905
$5.76K ﹤0.01%
+79
1906
$5.75K ﹤0.01%
106
1907
$5.72K ﹤0.01%
1,323
+191
1908
$5.69K ﹤0.01%
229
1909
$5.66K ﹤0.01%
88
+8
1910
$5.61K ﹤0.01%
189
1911
$5.54K ﹤0.01%
214
-220
1912
$5.54K ﹤0.01%
60
1913
$5.53K ﹤0.01%
574
1914
$5.53K ﹤0.01%
8
-6
1915
$5.5K ﹤0.01%
47
+18
1916
$5.47K ﹤0.01%
35
-7
1917
$5.47K ﹤0.01%
350
-397
1918
$5.47K ﹤0.01%
166
+2
1919
$5.44K ﹤0.01%
227
1920
$5.43K ﹤0.01%
37
-16
1921
$5.39K ﹤0.01%
600
-500
1922
$5.33K ﹤0.01%
+194
1923
$5.33K ﹤0.01%
+10,392
1924
$5.31K ﹤0.01%
22
-13
1925
$5.3K ﹤0.01%
+91
75 76
77
78 79