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
2001
$11K ﹤0.01%
268
-8,731
2002
$11K ﹤0.01%
256
-406
2003
$11K ﹤0.01%
512
+10
2004
$11K ﹤0.01%
352
-100
2005
$11K ﹤0.01%
2,965
2006
$11K ﹤0.01%
214
-5,109
2007
$11K ﹤0.01%
261
-8,165
2008
$11K ﹤0.01%
430
2009
$11K ﹤0.01%
645
+11
2010
$11K ﹤0.01%
116
-57
2011
$11K ﹤0.01%
380
-1
2012
$11K ﹤0.01%
50
2013
$11K ﹤0.01%
155
2014
$11K ﹤0.01%
474
-43
2015
$11K ﹤0.01%
500
2016
$11K ﹤0.01%
8,000
-245,723
2017
$10K ﹤0.01%
200
2018
$10K ﹤0.01%
146
-26
2019
$10K ﹤0.01%
260
-2,245
2020
$10K ﹤0.01%
500
2021
$10K ﹤0.01%
800
2022
$10K ﹤0.01%
160
-138
2023
$10K ﹤0.01%
158
-150
2024
$10K ﹤0.01%
115
-30
2025
$10K ﹤0.01%
450
+7
79 80
81
82 83