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
1976
$4.58K ﹤0.01%
310
-224
1977
$4.57K ﹤0.01%
258
1978
$4.54K ﹤0.01%
56
-96
1979
$4.51K ﹤0.01%
100
1980
$4.48K ﹤0.01%
101
-389
1981
$4.48K ﹤0.01%
400
1982
$4.46K ﹤0.01%
137
1983
$4.42K ﹤0.01%
107
1984
$4.41K ﹤0.01%
350
+8
1985
$4.41K ﹤0.01%
75
1986
$4.39K ﹤0.01%
215
-1,805
1987
$4.38K ﹤0.01%
273
1988
$4.36K ﹤0.01%
290
1989
$4.34K ﹤0.01%
1,075
+121
1990
$4.32K ﹤0.01%
167
1991
$4.32K ﹤0.01%
70
1992
$4.32K ﹤0.01%
182
1993
$4.31K ﹤0.01%
111
1994
$4.29K ﹤0.01%
900
1995
$4.29K ﹤0.01%
1,454
1996
$4.25K ﹤0.01%
404
-83
1997
$4.21K ﹤0.01%
519
1998
$4.21K ﹤0.01%
277
1999
$4.19K ﹤0.01%
1,000
+2
2000
$4.15K ﹤0.01%
77
78 79
80
81 82