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
2126
$8K ﹤0.01%
300
2127
$8K ﹤0.01%
180
-600
2128
$8K ﹤0.01%
500
2129
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100
+80
2130
$8K ﹤0.01%
21
-392
2131
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51
+1
2132
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44
+21
2133
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215
-70
2134
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100
2135
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67
+33
2136
$7K ﹤0.01%
50
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2137
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300
2138
$7K ﹤0.01%
149
-14,786
2139
$7K ﹤0.01%
500
2140
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566
2141
$7K ﹤0.01%
60
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2142
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2143
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90
2144
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101
2145
$7K ﹤0.01%
146
-59
2146
$7K ﹤0.01%
125
2147
$7K ﹤0.01%
106
2148
$7K ﹤0.01%
480
2149
$7K ﹤0.01%
478
+6
2150
$7K ﹤0.01%
400
84 85
86
87 88