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
$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 4.24%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
– –
-100
2427
– –
-33
2428
– –
-164
2429
– –
-41
2430
– –
-33
2431
– –
-281
2432
– –
-65
2433
– –
-611
2434
– –
-29
2435
– –
-355
2436
– –
-19,199
2437
– –
-24
2438
– –
-17
2439
– –
-218
2440
– –
-327
2441
– –
-600
2442
– –
-6
2443
– –
-613
2444
– –
-845
2445
– –
-900
2446
– –
-33
2447
– –
-20
2448
– –
-117
2449
– –
-661
2450
– –
-983
96 97
98
99 100