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
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$79.9M
2
+$14.4M
3
+$5.66M
4
SPOT icon
Spotify
SPOT
+$3.74M
5
EW icon
Edwards Lifesciences
EW
+$3.28M

Top Sells

1
+$23M
2
+$22.7M
3
+$22.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$22M
5
MSFT icon
Microsoft
MSFT
+$22M

Sector Composition

1 Technology 15.44%
2 Financials 5.08%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$1.75K ﹤0.01%
+300
2202
$1.74K ﹤0.01%
107
2203
$1.72K ﹤0.01%
36
-1,300
2204
$1.72K ﹤0.01%
92
2205
$1.7K ﹤0.01%
10
2206
$1.7K ﹤0.01%
163
-500
2207
$1.7K ﹤0.01%
10
2208
$1.69K ﹤0.01%
+661
2209
$1.66K ﹤0.01%
50
2210
$1.66K ﹤0.01%
12
2211
$1.66K ﹤0.01%
57
+1
2212
$1.65K ﹤0.01%
844
2213
$1.64K ﹤0.01%
107
2214
$1.63K ﹤0.01%
24
2215
$1.61K ﹤0.01%
24
-25
2216
$1.61K ﹤0.01%
31
-692
2217
$1.6K ﹤0.01%
113
2218
$1.6K ﹤0.01%
115
2219
$1.57K ﹤0.01%
87
2220
$1.56K ﹤0.01%
21
-1
2221
$1.56K ﹤0.01%
+15
2222
$1.54K ﹤0.01%
43
2223
$1.54K ﹤0.01%
39
2224
$1.52K ﹤0.01%
200
-400
2225
$1.51K ﹤0.01%
25
87 88
89
90 91