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
2376
$10K ﹤0.01%
109
2377
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109
+65
2378
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+414
2379
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98
2380
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250
2381
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+100
2382
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299
+97
2383
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+433
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649
+9
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360
2386
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165
+59
2389
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+339
2390
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166
+16
2391
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100
2392
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114
+26
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+650
2394
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+225
2396
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+1,000
2397
$10K ﹤0.01%
300
2398
$10K ﹤0.01%
1,000
2399
$10K ﹤0.01%
520
-760
2400
$9K ﹤0.01%
400
+180
94 95
96
97 98