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
2276
$4K ﹤0.01%
200
-23,966
2277
$4K ﹤0.01%
138
-42
2278
$4K ﹤0.01%
74
-3,197
2279
$4K ﹤0.01%
39
2280
$4K ﹤0.01%
56
-2,764
2281
$4K ﹤0.01%
200
-17
2282
$4K ﹤0.01%
151
+1
2283
$4K ﹤0.01%
84
2284
$4K ﹤0.01%
58
-10
2285
$4K ﹤0.01%
49
-516
2286
$4K ﹤0.01%
326
+2
2287
$4K ﹤0.01%
30
-1,701
2288
$4K ﹤0.01%
80
+9
2289
$4K ﹤0.01%
927
2290
$4K ﹤0.01%
80
-500
2291
$4K ﹤0.01%
56
-175
2292
$4K ﹤0.01%
22
2293
$4K ﹤0.01%
100
2294
$4K ﹤0.01%
380
-450
2295
$4K ﹤0.01%
480
-100
2296
$4K ﹤0.01%
83
2297
$4K ﹤0.01%
47
-11
2298
$4K ﹤0.01%
300
2299
$4K ﹤0.01%
491
2300
$4K ﹤0.01%
300
90 91
92
93 94