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
2101
$2.8K ﹤0.01%
450
2102
$2.8K ﹤0.01%
100
2103
$2.8K ﹤0.01%
100
2104
$2.79K ﹤0.01%
800
2105
$2.78K ﹤0.01%
+35
2106
$2.78K ﹤0.01%
328
+2
2107
$2.77K ﹤0.01%
523
2108
$2.76K ﹤0.01%
43
2109
$2.75K ﹤0.01%
212
-344
2110
$2.72K ﹤0.01%
+200
2111
$2.7K ﹤0.01%
51
2112
$2.69K ﹤0.01%
37
-615
2113
$2.68K ﹤0.01%
39
2114
$2.67K ﹤0.01%
42
2115
$2.67K ﹤0.01%
127
+27
2116
$2.66K ﹤0.01%
187
2117
$2.64K ﹤0.01%
166
2118
$2.63K ﹤0.01%
1,000
2119
$2.63K ﹤0.01%
60
2120
$2.62K ﹤0.01%
120
-125
2121
$2.6K ﹤0.01%
76
+5
2122
$2.6K ﹤0.01%
61
-7,893
2123
$2.6K ﹤0.01%
25
2124
$2.57K ﹤0.01%
308
2125
$2.57K ﹤0.01%
100
83 84
85
86 87