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
2401
$2K ﹤0.01%
50
2402
$2K ﹤0.01%
73
2403
$2K ﹤0.01%
14
-1
2404
$2K ﹤0.01%
41
-133
2405
$2K ﹤0.01%
90
-302
2406
$2K ﹤0.01%
24
-9
2407
$2K ﹤0.01%
4
-4
2408
$2K ﹤0.01%
800
2409
$2K ﹤0.01%
+42
2410
$2K ﹤0.01%
107
+3
2411
$2K ﹤0.01%
380
2412
$2K ﹤0.01%
16
-135
2413
$2K ﹤0.01%
200
-43
2414
$2K ﹤0.01%
36
-2,984
2415
$2K ﹤0.01%
170
-224
2416
$2K ﹤0.01%
15
-16
2417
$2K ﹤0.01%
20
-3,825
2418
$2K ﹤0.01%
100
2419
$2K ﹤0.01%
114
2420
$2K ﹤0.01%
300
2421
– –
0
2422
$2K ﹤0.01%
24
2423
$2K ﹤0.01%
130
2424
$2K ﹤0.01%
25
2425
$2K ﹤0.01%
100
95 96
97
98 99