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
2076
$9K ﹤0.01%
700
-567
2077
$9K ﹤0.01%
133
2078
$9K ﹤0.01%
192
-5,407
2079
$9K ﹤0.01%
517
-255
2080
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192
2081
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141
-99
2082
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150
2083
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200
2084
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4,000
2085
$8K ﹤0.01%
2,200
2086
$8K ﹤0.01%
272
+1
2087
$8K ﹤0.01%
610
-2,218
2088
$8K ﹤0.01%
193
2089
$8K ﹤0.01%
350
-21,679
2090
$8K ﹤0.01%
230
2091
$8K ﹤0.01%
+348
2092
$8K ﹤0.01%
495
-255
2093
$8K ﹤0.01%
+40
2094
$8K ﹤0.01%
+400
2095
$8K ﹤0.01%
17
-18
2096
$8K ﹤0.01%
200
2097
$8K ﹤0.01%
367
+4
2098
$8K ﹤0.01%
46
-31
2099
$8K ﹤0.01%
456
2100
$8K ﹤0.01%
1,000