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
2401
$9K ﹤0.01%
200
-200
2402
$9K ﹤0.01%
288
+243
2403
$9K ﹤0.01%
300
-50
2404
$9K ﹤0.01%
+133
2405
$9K ﹤0.01%
50
2406
$9K ﹤0.01%
80
2407
$9K ﹤0.01%
566
-566
2408
$9K ﹤0.01%
+230
2409
$9K ﹤0.01%
900
+500
2410
$9K ﹤0.01%
+400
2411
$9K ﹤0.01%
+155
2412
$9K ﹤0.01%
+1,378
2413
$9K ﹤0.01%
101
2414
$9K ﹤0.01%
700
2415
$9K ﹤0.01%
91
+50
2416
$9K ﹤0.01%
207
-1,293
2417
$9K ﹤0.01%
1,000
2418
$9K ﹤0.01%
392
-3,698
2419
$9K ﹤0.01%
+67
2420
$9K ﹤0.01%
36
2421
$9K ﹤0.01%
+125
2422
$9K ﹤0.01%
100
2423
$9K ﹤0.01%
52
+1
2424
$9K ﹤0.01%
250
-2,964
2425
$9K ﹤0.01%
200
95 96
97
98 99