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
2251
$14K ﹤0.01%
227
+139
2252
$14K ﹤0.01%
404
+154
2253
$14K ﹤0.01%
830
+450
2254
$14K ﹤0.01%
+502
2255
$14K ﹤0.01%
3,299
-78
2256
$14K ﹤0.01%
+165
2257
$14K ﹤0.01%
+58
2258
$14K ﹤0.01%
+631
2259
$14K ﹤0.01%
1,311
+1,117
2260
$14K ﹤0.01%
+650
2261
$14K ﹤0.01%
133
2262
$13K ﹤0.01%
200
2263
$13K ﹤0.01%
+1,000
2264
$13K ﹤0.01%
+400
2265
$13K ﹤0.01%
+362
2266
$13K ﹤0.01%
136
2267
$13K ﹤0.01%
446
-421
2268
$13K ﹤0.01%
245
2269
$13K ﹤0.01%
+601
2270
$13K ﹤0.01%
145
+5
2271
$13K ﹤0.01%
368
-1
2272
$13K ﹤0.01%
176
2273
$13K ﹤0.01%
733
+633
2274
$13K ﹤0.01%
447
+37
2275
$13K ﹤0.01%
535
89 90
91
92 93