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
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.8M
3
+$17M
4
ADBE icon
Adobe
ADBE
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$13.1M

Top Sells

1
+$16.4M
2
+$10.5M
3
+$9.76M
4
DIS icon
Walt Disney
DIS
+$8.77M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 15.38%
2 Consumer Discretionary 8.59%
3 Financials 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$16K ﹤0.01%
312
+175
2202
$16K ﹤0.01%
240
-150
2203
$16K ﹤0.01%
400
2204
$16K ﹤0.01%
803
2205
$16K ﹤0.01%
+375
2206
$16K ﹤0.01%
3,849
+66
2207
$16K ﹤0.01%
+2,001
2208
$16K ﹤0.01%
2,000
2209
$16K ﹤0.01%
+200
2210
$16K ﹤0.01%
171
+2
2211
$16K ﹤0.01%
2,689
-1,485
2212
$16K ﹤0.01%
+45
2213
$16K ﹤0.01%
1,541
-412
2214
$16K ﹤0.01%
+5,000
2215
$16K ﹤0.01%
+500
2216
$15K ﹤0.01%
207
+2
2217
$15K ﹤0.01%
144
2218
$15K ﹤0.01%
619
+346
2219
$15K ﹤0.01%
+412
2220
$15K ﹤0.01%
295
+204
2221
$15K ﹤0.01%
700
+500
2222
$15K ﹤0.01%
230
+30
2223
$15K ﹤0.01%
160
2224
$15K ﹤0.01%
100
2225
$15K ﹤0.01%
84
+43
87 88
89
90 91