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
$2.71B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.63M
3
+$6.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.43M
5
AAPL icon
Apple
AAPL
+$5.47M

Top Sells

1
+$19.7M
2
+$11.2M
3
+$7.16M
4
ELV icon
Elevance Health
ELV
+$7.09M
5
ANET icon
Arista Networks
ANET
+$6.16M

Sector Composition

1 Technology 13.21%
2 Consumer Discretionary 5.46%
3 Healthcare 4.88%
4 Financials 4.25%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-100
2402
– –
-110
2403
– –
-44
2404
– –
-8,340
2405
– –
-27
2406
– –
-480
2407
– –
-32,971
2408
– –
-14
2409
– –
-9,110
2410
– –
-2,250
2411
– –
-59
2412
– –
-496
2413
– –
-42
2414
– –
-52
2415
– –
-164
2416
– –
-50
2417
– –
-125
2418
– –
-779
2419
– –
-4
2420
– –
-12
2421
– –
-15,353
2422
– –
-10,000
2423
– –
-381
2424
– –
-37
2425
– –
-51
95 96
97
98 99