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
2351
$3K ﹤0.01%
110
2352
$3K ﹤0.01%
106
2353
$3K ﹤0.01%
64
+39
2354
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55
2355
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50
2356
$3K ﹤0.01%
300
2357
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168
+64
2358
$3K ﹤0.01%
400
2359
$3K ﹤0.01%
50
2360
$3K ﹤0.01%
66
2361
$3K ﹤0.01%
421
-2,209
2362
$3K ﹤0.01%
101
+1
2363
$3K ﹤0.01%
333
2364
$2K ﹤0.01%
124
2365
$2K ﹤0.01%
427
-170
2366
$2K ﹤0.01%
80
-7
2367
$2K ﹤0.01%
+36
2368
$2K ﹤0.01%
300
-2,673
2369
$2K ﹤0.01%
68
2370
$2K ﹤0.01%
25
-42
2371
$2K ﹤0.01%
300
-328
2372
$2K ﹤0.01%
100
2373
$2K ﹤0.01%
16
2374
$2K ﹤0.01%
211
-1,835
2375
$2K ﹤0.01%
75
-1,295
93 94
95
96 97