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
$2.97B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,300
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$21.1M
3
+$7.24M
4
TDG icon
TransDigm Group
TDG
+$6.9M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.52M

Top Sells

1
+$9.08M
2
+$8.85M
3
+$5.49M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.27M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.27M

Sector Composition

1 Technology 16.24%
2 Financials 5.3%
3 Consumer Discretionary 5.14%
4 Industrials 4.26%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$518 ﹤0.01%
+30
2152
$512 ﹤0.01%
+2
2153
$510 ﹤0.01%
11
-1,118
2154
$508 ﹤0.01%
14
2155
$508 ﹤0.01%
+25
2156
$501 ﹤0.01%
+30
2157
– –
-280
2158
– –
-65
2159
– –
-2,547
2160
– –
-15,001
2161
– –
-2,010
2162
– –
-81
2163
– –
-3,879
2164
– –
-77
2165
– –
-896
2166
– –
-161,776
2167
– –
-8,469
2168
– –
-16
2169
– –
-38
2170
– –
-84
2171
– –
-49
2172
– –
-37
2173
– –
-15
2174
– –
-161
2175
– –
-915
85 86
87
88 89