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
2151
$7K ﹤0.01%
67
2152
$7K ﹤0.01%
41
2153
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200
2154
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2155
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2156
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2157
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216
+8
2158
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635
2161
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119
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2162
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-200
2163
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475
-53
2164
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86
-612
2165
$7K ﹤0.01%
684
2166
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366
2167
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60
+42
2168
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2,000
2169
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2170
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494
-250
2171
$7K ﹤0.01%
200
2172
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4,000
2173
$7K ﹤0.01%
64
-15
2174
$6K ﹤0.01%
+116
2175
$6K ﹤0.01%
1,000
85 86
87
88 89