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
2426
– –
-67
2427
– –
-10
2428
– –
-344
2429
– –
-216
2430
– –
-101
2431
– –
-10,110
2432
– –
-121
2433
– –
-2,174
2434
– –
-274
2435
– –
-585
2436
– –
-100
2437
– –
-100
2438
– –
-41
2439
– –
-1,250
2440
– –
-29,491
2441
– –
-400
2442
– –
-1,070
2443
– –
-9
2444
– –
-72
2445
– –
-4
2446
– –
-959
2447
– –
-665
2448
– –
-203
2449
– –
-300
2450
– –
-18
96 97
98
99 100