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
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.8M
3
+$17M
4
ADBE icon
Adobe
ADBE
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$13.1M

Top Sells

1
+$16.4M
2
+$10.5M
3
+$9.76M
4
DIS icon
Walt Disney
DIS
+$8.77M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 15.38%
2 Consumer Discretionary 8.59%
3 Financials 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$31K ﹤0.01%
1,165
-400
1927
$31K ﹤0.01%
950
1928
$31K ﹤0.01%
1,115
+263
1929
$31K ﹤0.01%
911
-217
1930
$31K ﹤0.01%
1,550
+150
1931
$31K ﹤0.01%
1,700
1932
$31K ﹤0.01%
900
1933
$31K ﹤0.01%
794
+9
1934
$31K ﹤0.01%
400
-400
1935
$31K ﹤0.01%
2,958
1936
$31K ﹤0.01%
1,174
1937
$31K ﹤0.01%
2,460
1938
$31K ﹤0.01%
149
+25
1939
$31K ﹤0.01%
284
1940
$31K ﹤0.01%
7,200
+2,000
1941
$31K ﹤0.01%
662
+50
1942
$31K ﹤0.01%
696
+142
1943
$31K ﹤0.01%
7,217
+244
1944
$31K ﹤0.01%
261
+7
1945
$30K ﹤0.01%
+65
1946
$30K ﹤0.01%
+450
1947
$30K ﹤0.01%
500
1948
$30K ﹤0.01%
+523
1949
$30K ﹤0.01%
2,256
1950
$30K ﹤0.01%
+575
76 77
78
79 80