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
$4.51B
AUM Growth
+$732M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,057
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$23.8M
3
+$17M
4
ADBE icon
Adobe
ADBE
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$13.1M

Top Sells

1
+$16.4M
2
+$10.5M
3
+$9.76M
4
DIS icon
Walt Disney
DIS
+$8.77M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 15.38%
2 Consumer Discretionary 8.59%
3 Financials 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$11K ﹤0.01%
1,650
2352
$11K ﹤0.01%
+500
2353
$11K ﹤0.01%
+203
2354
$11K ﹤0.01%
1,679
+187
2355
$11K ﹤0.01%
634
+9
2356
$11K ﹤0.01%
+1,100
2357
$11K ﹤0.01%
400
2358
$11K ﹤0.01%
4,000
2359
$10K ﹤0.01%
186
2360
$10K ﹤0.01%
+1,000
2361
$10K ﹤0.01%
285
+72
2362
$10K ﹤0.01%
143
+10
2363
$10K ﹤0.01%
+48
2364
$10K ﹤0.01%
374
+28
2365
$10K ﹤0.01%
+715
2366
$10K ﹤0.01%
+50
2367
$10K ﹤0.01%
+65
2368
$10K ﹤0.01%
+7,508
2369
$10K ﹤0.01%
800
2370
$10K ﹤0.01%
113
-120
2371
$10K ﹤0.01%
205
+59
2372
$10K ﹤0.01%
+842
2373
$10K ﹤0.01%
+500
2374
$10K ﹤0.01%
443
+5
2375
$10K ﹤0.01%
84
93 94
95
96 97