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
2301
$894 ﹤0.01%
22
2302
$890 ﹤0.01%
75
2303
$883 ﹤0.01%
56
-811
2304
$865 ﹤0.01%
58
-2,057
2305
$863 ﹤0.01%
12
-1,009
2306
$857 ﹤0.01%
7
2307
$852 ﹤0.01%
+35
2308
$849 ﹤0.01%
10
-13
2309
$848 ﹤0.01%
95
2310
$832 ﹤0.01%
54
2311
$825 ﹤0.01%
519
-1,088
2312
$803 ﹤0.01%
664
2313
$789 ﹤0.01%
+60
2314
$787 ﹤0.01%
8
-89
2315
$782 ﹤0.01%
38
-97
2316
$774 ﹤0.01%
17
-27
2317
$774 ﹤0.01%
+180
2318
$773 ﹤0.01%
33
2319
$772 ﹤0.01%
48
-452
2320
$766 ﹤0.01%
37
-426
2321
$761 ﹤0.01%
16
-6
2322
$758 ﹤0.01%
50
2323
$757 ﹤0.01%
6
2324
$755 ﹤0.01%
12
2325
$749 ﹤0.01%
25
91 92
93
94 95