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
2051
$9K ﹤0.01%
345
2052
$9K ﹤0.01%
1,215
+350
2053
$9K ﹤0.01%
346
-28
2054
$9K ﹤0.01%
128
2055
$9K ﹤0.01%
+500
2056
$9K ﹤0.01%
511
-108
2057
$9K ﹤0.01%
+265
2058
$9K ﹤0.01%
700
2059
$9K ﹤0.01%
109
2060
$9K ﹤0.01%
34
-1
2061
$9K ﹤0.01%
310
+6
2062
$9K ﹤0.01%
345
-15
2063
$9K ﹤0.01%
+1,000
2064
$9K ﹤0.01%
607
-196
2065
$9K ﹤0.01%
401
-807
2066
$9K ﹤0.01%
+100
2067
$9K ﹤0.01%
80
2068
$9K ﹤0.01%
263
-456
2069
$9K ﹤0.01%
245
-53
2070
$9K ﹤0.01%
1,492
-187
2071
$9K ﹤0.01%
106
2072
$9K ﹤0.01%
118
+4
2073
$9K ﹤0.01%
235
-2,901
2074
$9K ﹤0.01%
+125
2075
$9K ﹤0.01%
929
-450
81 82
83
84 85