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
2201
$6K ﹤0.01%
106
-59
2202
$6K ﹤0.01%
100
2203
$6K ﹤0.01%
315
-123
2204
$6K ﹤0.01%
+225
2205
$6K ﹤0.01%
848
-75
2206
$6K ﹤0.01%
+550
2207
$6K ﹤0.01%
119
2208
$6K ﹤0.01%
153
-1,902
2209
$6K ﹤0.01%
166
-940
2210
$6K ﹤0.01%
20
-2
2211
$6K ﹤0.01%
1,150
-75
2212
$6K ﹤0.01%
162
2213
$6K ﹤0.01%
55
-122
2214
$6K ﹤0.01%
448
-1,090
2215
$6K ﹤0.01%
480
2216
$6K ﹤0.01%
+100
2217
$5K ﹤0.01%
42
-85,439
2218
$5K ﹤0.01%
8
-25
2219
$5K ﹤0.01%
80
2220
$5K ﹤0.01%
101
2221
$5K ﹤0.01%
126
-135
2222
$5K ﹤0.01%
60
-536
2223
$5K ﹤0.01%
277
-168,033
2224
$5K ﹤0.01%
227
2225
$5K ﹤0.01%
59
-54
87 88
89
90 91