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
2001
$4.14K ﹤0.01%
38
-26
2002
$4.14K ﹤0.01%
80
-5
2003
$4.14K ﹤0.01%
1,000
2004
$4.14K ﹤0.01%
196
-117
2005
$4.14K ﹤0.01%
140
-500
2006
$4.12K ﹤0.01%
52
-813
2007
$4.12K ﹤0.01%
330
2008
$4.12K ﹤0.01%
700
2009
$4.11K ﹤0.01%
336
-226
2010
$4.1K ﹤0.01%
600
-5
2011
$4.09K ﹤0.01%
118
-17
2012
$4.01K ﹤0.01%
+38
2013
$4K ﹤0.01%
33
-89
2014
$3.98K ﹤0.01%
32
+25
2015
$3.98K ﹤0.01%
25
2016
$3.97K ﹤0.01%
574
-415
2017
$3.96K ﹤0.01%
83
-167
2018
$3.95K ﹤0.01%
571
2019
$3.9K ﹤0.01%
37
-171
2020
$3.89K ﹤0.01%
165
2021
$3.89K ﹤0.01%
77
2022
$3.89K ﹤0.01%
56
2023
$3.86K ﹤0.01%
105
-13
2024
$3.85K ﹤0.01%
200
2025
$3.84K ﹤0.01%
107
-81
79 80
81
82 83