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
2351
$605 ﹤0.01%
+14
2352
$584 ﹤0.01%
33
2353
$584 ﹤0.01%
23
2354
$572 ﹤0.01%
6
-413
2355
$571 ﹤0.01%
9
-12,321
2356
$566 ﹤0.01%
150
2357
$563 ﹤0.01%
+30
2358
$560 ﹤0.01%
+500
2359
$560 ﹤0.01%
90
2360
$560 ﹤0.01%
+36
2361
$545 ﹤0.01%
250
2362
$533 ﹤0.01%
+40
2363
$530 ﹤0.01%
14
2364
$520 ﹤0.01%
+17
2365
$520 ﹤0.01%
50
2366
$519 ﹤0.01%
15
-50
2367
$518 ﹤0.01%
+200
2368
$515 ﹤0.01%
+15
2369
$512 ﹤0.01%
13
-30,000
2370
$504 ﹤0.01%
+200
2371
$194 ﹤0.01%
519
-34,987
2372
$118 ﹤0.01%
+3,271
2373
$74 ﹤0.01%
+2,166
2374
$74 ﹤0.01%
+2,562
2375
– –
-755
93 94
95
96 97