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
$5.51B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.17M
3
+$5.15M
4
ITW icon
Illinois Tool Works
ITW
+$5.13M
5
UNP icon
Union Pacific
UNP
+$5.12M

Top Sells

1
+$55.6M
2
+$6.84M
3
+$6.4M
4
DOV icon
Dover
DOV
+$6.03M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.94M

Sector Composition

1 Technology 11.79%
2 Industrials 4.59%
3 Financials 3.93%
4 Consumer Discretionary 3.71%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-42
2402
– –
-22,118
2403
– –
-678
2404
– –
-102
2405
– –
-52
2406
– –
-287
2407
– –
-1,152
2408
– –
-231
2409
– –
-48
2410
– –
-588
2411
– –
-89
2412
– –
-1,000
2413
– –
-814
2414
– –
-3,404
2415
– –
-355
2416
– –
-13
2417
– –
-92
2418
– –
-10
2419
– –
-22
2420
– –
-250
2421
– –
-568
2422
– –
-41
2423
– –
-4,551
2424
– –
-100
2425
– –
-302
94 95 96
97
98