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
1926
$14K ﹤0.01%
333
1927
$14K ﹤0.01%
+422
1928
$14K ﹤0.01%
2,000
1929
$14K ﹤0.01%
300
-169
1930
$14K ﹤0.01%
9
-2,890
1931
$14K ﹤0.01%
230
1932
$14K ﹤0.01%
+596
1933
$13K ﹤0.01%
125
-10
1934
$13K ﹤0.01%
+239
1935
$13K ﹤0.01%
1,025
1936
$13K ﹤0.01%
421
-189
1937
$13K ﹤0.01%
914
+660
1938
$13K ﹤0.01%
1,612
-2,507
1939
$13K ﹤0.01%
362
1940
$13K ﹤0.01%
137
+1
1941
$13K ﹤0.01%
498
-1,664
1942
$13K ﹤0.01%
245
1943
$13K ﹤0.01%
334
-3,766
1944
$13K ﹤0.01%
147
+1
1945
$13K ﹤0.01%
+400
1946
$13K ﹤0.01%
712
+3
1947
$13K ﹤0.01%
175
1948
$13K ﹤0.01%
300
+1
1949
$13K ﹤0.01%
510
-5,224
1950
$13K ﹤0.01%
800
-897
76 77
78
79 80