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
2226
$1.49K ﹤0.01%
+131
2227
$1.49K ﹤0.01%
+100
2228
$1.46K ﹤0.01%
+20
2229
$1.46K ﹤0.01%
51
2230
$1.46K ﹤0.01%
69
-503
2231
$1.41K ﹤0.01%
51
2232
$1.41K ﹤0.01%
35
2233
$1.39K ﹤0.01%
130
2234
$1.38K ﹤0.01%
17
-35
2235
$1.38K ﹤0.01%
58
-13
2236
$1.38K ﹤0.01%
107
-234
2237
$1.36K ﹤0.01%
48
+25
2238
$1.34K ﹤0.01%
2,200
2239
$1.31K ﹤0.01%
19
2240
$1.29K ﹤0.01%
23
-22,666
2241
$1.27K ﹤0.01%
15
-134
2242
$1.27K ﹤0.01%
7
2243
$1.26K ﹤0.01%
47
2244
$1.26K ﹤0.01%
19
2245
$1.25K ﹤0.01%
187
2246
$1.25K ﹤0.01%
+50
2247
$1.22K ﹤0.01%
77
+11
2248
$1.21K ﹤0.01%
200
2249
$1.21K ﹤0.01%
1
2250
$1.21K ﹤0.01%
115
88 89
90
91 92