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
2326
$747 ﹤0.01%
+6
2327
$746 ﹤0.01%
24
2328
$746 ﹤0.01%
+50
2329
$727 ﹤0.01%
76
2330
$721 ﹤0.01%
20
2331
$720 ﹤0.01%
100
2332
$710 ﹤0.01%
75
2333
$707 ﹤0.01%
+4
2334
$696 ﹤0.01%
22
-13,683
2335
$694 ﹤0.01%
+2
2336
$692 ﹤0.01%
6
-5
2337
$689 ﹤0.01%
6
-1,062
2338
$682 ﹤0.01%
+100
2339
$677 ﹤0.01%
517
+17
2340
$677 ﹤0.01%
+100
2341
$667 ﹤0.01%
36
2342
$665 ﹤0.01%
33
2343
$663 ﹤0.01%
16
2344
$662 ﹤0.01%
+285
2345
$661 ﹤0.01%
5
2346
$661 ﹤0.01%
20
2347
$640 ﹤0.01%
148
-260
2348
$630 ﹤0.01%
+68
2349
$627 ﹤0.01%
6
2350
$614 ﹤0.01%
4
92 93
94
95 96