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
2251
$5K ﹤0.01%
40
-20
2252
$5K ﹤0.01%
293
-2,038
2253
$5K ﹤0.01%
109
2254
$5K ﹤0.01%
219
2255
$5K ﹤0.01%
100
2256
$5K ﹤0.01%
304
+4
2257
$5K ﹤0.01%
500
-100
2258
$5K ﹤0.01%
100
2259
$5K ﹤0.01%
564
2260
$5K ﹤0.01%
4,000
2261
$5K ﹤0.01%
144
2262
$4K ﹤0.01%
544
2263
$4K ﹤0.01%
+36
2264
$4K ﹤0.01%
135
2265
$4K ﹤0.01%
250
-2,650
2266
$4K ﹤0.01%
283
2267
$4K ﹤0.01%
155
2268
$4K ﹤0.01%
200
2269
$4K ﹤0.01%
205
2270
$4K ﹤0.01%
500
2271
$4K ﹤0.01%
997
2272
$4K ﹤0.01%
400
+50
2273
$4K ﹤0.01%
330
2274
$4K ﹤0.01%
200
2275
$4K ﹤0.01%
300
89 90
91
92 93