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
2426
$9K ﹤0.01%
500
2427
$9K ﹤0.01%
725
2428
$9K ﹤0.01%
4,000
2429
$9K ﹤0.01%
79
+15
2430
$8K ﹤0.01%
192
+1
2431
$8K ﹤0.01%
684
-650
2432
$8K ﹤0.01%
+3,500
2433
$8K ﹤0.01%
100
2434
$8K ﹤0.01%
103
2435
$8K ﹤0.01%
865
+50
2436
$8K ﹤0.01%
+200
2437
$8K ﹤0.01%
366
+2
2438
$8K ﹤0.01%
90
-45
2439
$8K ﹤0.01%
+37
2440
$8K ﹤0.01%
288
-273
2441
$8K ﹤0.01%
+133
2442
$8K ﹤0.01%
+181
2443
$8K ﹤0.01%
200
2444
$8K ﹤0.01%
304
+6
2445
$8K ﹤0.01%
360
+17
2446
$8K ﹤0.01%
+231
2447
$8K ﹤0.01%
226
+1
2448
$8K ﹤0.01%
+32
2449
$8K ﹤0.01%
472
+11
2450
$8K ﹤0.01%
400
96 97
98
99 100