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
$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
2226
$15K ﹤0.01%
100
2227
$15K ﹤0.01%
84
+43
2228
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421
-129
2229
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656
2230
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+183
2231
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+203
2232
$15K ﹤0.01%
345
+200
2233
$15K ﹤0.01%
35
+24
2234
$15K ﹤0.01%
+183
2235
$15K ﹤0.01%
+381
2236
$15K ﹤0.01%
356
-64
2237
$15K ﹤0.01%
160
-379
2238
$15K ﹤0.01%
571
+320
2239
$14K ﹤0.01%
235
+22
2240
$14K ﹤0.01%
610
2241
$14K ﹤0.01%
+170
2242
$14K ﹤0.01%
146
2243
$14K ﹤0.01%
+203
2244
$14K ﹤0.01%
175
2245
$14K ﹤0.01%
+299
2246
$14K ﹤0.01%
722
2247
$14K ﹤0.01%
550
+500
2248
$14K ﹤0.01%
1,200
2249
$14K ﹤0.01%
+220
2250
$14K ﹤0.01%
+1,800
88 89
90
91 92