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
$5.51B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.17M
3
+$5.15M
4
ITW icon
Illinois Tool Works
ITW
+$5.13M
5
UNP icon
Union Pacific
UNP
+$5.12M

Top Sells

1
+$55.6M
2
+$6.84M
3
+$6.4M
4
DOV icon
Dover
DOV
+$6.03M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.94M

Sector Composition

1 Technology 11.79%
2 Industrials 4.59%
3 Financials 3.93%
4 Consumer Discretionary 3.71%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
– –
-14
2302
– –
-5
2303
– –
-1,101
2304
– –
-15
2305
– –
-7,510
2306
– –
-20
2307
– –
-4,207
2308
– –
-1,105
2309
– –
-272
2310
– –
-404
2311
– –
-1,716
2312
– –
-22,776
2313
– –
-192
2314
– –
-7,546
2315
– –
-457
2316
– –
-12,009
2317
– –
-1,040
2318
– –
-17,127
2319
– –
-6
2320
– –
-221
2321
– –
-280
2322
– –
-9
2323
– –
-776
2324
– –
-24
2325
– –
-46
91 92
93
94 95