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
2426
$2K ﹤0.01%
36
-5,488
2427
$2K ﹤0.01%
194
-1,117
2428
$2K ﹤0.01%
183
2429
$2K ﹤0.01%
101
-270
2430
$2K ﹤0.01%
13
2431
$2K ﹤0.01%
70
-1,264
2432
$2K ﹤0.01%
100
2433
$2K ﹤0.01%
30
-5
2434
$2K ﹤0.01%
30
-70
2435
$2K ﹤0.01%
11
2436
$2K ﹤0.01%
+50
2437
$2K ﹤0.01%
10
-7
2438
$2K ﹤0.01%
78
-1
2439
$2K ﹤0.01%
41
2440
$2K ﹤0.01%
350
2441
$2K ﹤0.01%
158
2442
$2K ﹤0.01%
51
-809
2443
$2K ﹤0.01%
93
-101
2444
$2K ﹤0.01%
+118
2445
$2K ﹤0.01%
10,000
-81,940
2446
$2K ﹤0.01%
7,000
-1,600
2447
$1K ﹤0.01%
45
-243
2448
$1K ﹤0.01%
19
2449
$1K ﹤0.01%
33
-25
2450
$1K ﹤0.01%
32
+1
96 97
98
99 100