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
2326
$3K ﹤0.01%
42
-16
2327
$3K ﹤0.01%
251
2328
$3K ﹤0.01%
75
-1,623
2329
$3K ﹤0.01%
617
2330
$3K ﹤0.01%
25
2331
$3K ﹤0.01%
+49
2332
$3K ﹤0.01%
60
-4,309
2333
$3K ﹤0.01%
1,000
2334
$3K ﹤0.01%
200
2335
$3K ﹤0.01%
20
2336
$3K ﹤0.01%
78
2337
$3K ﹤0.01%
498
2338
$3K ﹤0.01%
350
2339
$3K ﹤0.01%
+100
2340
$3K ﹤0.01%
67
2341
$3K ﹤0.01%
+100
2342
$3K ﹤0.01%
23
-37
2343
$3K ﹤0.01%
+100
2344
$3K ﹤0.01%
330
2345
$3K ﹤0.01%
+68
2346
$3K ﹤0.01%
200
2347
$3K ﹤0.01%
179
2348
$3K ﹤0.01%
63
2349
$3K ﹤0.01%
+100
2350
$3K ﹤0.01%
36
92 93
94
95 96