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
2176
$6K ﹤0.01%
100
-2,400
2177
$6K ﹤0.01%
50
2178
$6K ﹤0.01%
56
-8,100
2179
$6K ﹤0.01%
+150
2180
$6K ﹤0.01%
19
-263
2181
$6K ﹤0.01%
170
-1,300
2182
$6K ﹤0.01%
330
2183
$6K ﹤0.01%
13
-55
2184
$6K ﹤0.01%
195
+1
2185
$6K ﹤0.01%
368
2186
$6K ﹤0.01%
+225
2187
$6K ﹤0.01%
67
-24
2188
$6K ﹤0.01%
+1,000
2189
$6K ﹤0.01%
218
-21,731
2190
$6K ﹤0.01%
199
-100
2191
$6K ﹤0.01%
199
2192
$6K ﹤0.01%
100
2193
$6K ﹤0.01%
152
-4,310
2194
$6K ﹤0.01%
141
-915
2195
$6K ﹤0.01%
1,446
-749
2196
$6K ﹤0.01%
152
-1,898
2197
$6K ﹤0.01%
490
2198
$6K ﹤0.01%
500
-16,895
2199
$6K ﹤0.01%
+150
2200
$6K ﹤0.01%
1,245
86 87
88
89 90