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
$2.97B
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 5.29%
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
2176
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-15
2177
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-1,200
2178
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2179
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-145,394
2180
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2181
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-300
2182
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-776
2183
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2184
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2185
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2186
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-15
2187
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2188
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-41
2189
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2190
– –
-460
2191
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-80
2192
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2193
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2194
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2195
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2196
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2197
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2198
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-7
2199
– –
-39
2200
– –
-2,000
86 87
88
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