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
2101
$8K ﹤0.01%
139
-184
2102
$8K ﹤0.01%
+578
2103
$8K ﹤0.01%
1,616
-23,055
2104
$8K ﹤0.01%
86
-575
2105
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133
2106
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100
-27
2107
$8K ﹤0.01%
204
-109
2108
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400
-219
2109
$8K ﹤0.01%
200
-440
2110
$8K ﹤0.01%
44
-40
2111
$8K ﹤0.01%
655
+6
2112
$8K ﹤0.01%
189
2113
$8K ﹤0.01%
175
-1,620
2114
$8K ﹤0.01%
109
-94
2115
$8K ﹤0.01%
397
2116
$8K ﹤0.01%
227
+1
2117
$8K ﹤0.01%
200
2118
$8K ﹤0.01%
127
-495
2119
$8K ﹤0.01%
103
-37
2120
$8K ﹤0.01%
174
-711
2121
$8K ﹤0.01%
51
-52
2122
$8K ﹤0.01%
62
-42
2123
$8K ﹤0.01%
288
2124
$8K ﹤0.01%
517
-7,263
2125
$8K ﹤0.01%
800
83 84
85
86 87