SWM
Spire Wealth Management Portfolio holdings
AUM
$2.93B
1-Year Est. Return
26.08%
This Fund
S&P 500
1 Year Est. Return
+26.08%
AUM
$5.51B
AUM Growth
+$2.48B
(+82%)
Holding
2,444
Top Buys
| 1 | +$5.4M | |
| 2 | +$5.17M | |
| 3 | +$5.15M | |
| 4 |
Illinois Tool Works
ITW
|
+$5.13M |
| 5 |
Union Pacific
UNP
|
+$5.12M |
Top Sells
| 1 | +$55.6M | |
| 2 | +$6.84M | |
| 3 | +$6.4M | |
| 4 |
Dover
DOV
|
+$6.03M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$5.94M |
Sector Composition
| 1 | Technology | 11.79% |
| 2 | Industrials | 4.59% |
| 3 | Financials | 3.93% |
| 4 | Consumer Discretionary | 3.71% |
| 5 | Healthcare | 3.41% |