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
2451
$8K ﹤0.01%
1,278
+925
2452
$8K ﹤0.01%
100
2453
$8K ﹤0.01%
+220
2454
$8K ﹤0.01%
200
2455
$8K ﹤0.01%
619
-1,292
2456
$8K ﹤0.01%
133
2457
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438
-177
2458
$8K ﹤0.01%
942
+2
2459
$8K ﹤0.01%
+153
2460
$8K ﹤0.01%
635
2461
$8K ﹤0.01%
143
+19
2462
$8K ﹤0.01%
+248
2463
$8K ﹤0.01%
330
-70
2464
$8K ﹤0.01%
60
+27
2465
$8K ﹤0.01%
+270
2466
$8K ﹤0.01%
+500
2467
$8K ﹤0.01%
140
2468
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193
+4
2469
$8K ﹤0.01%
140
2470
$8K ﹤0.01%
+100
2471
$8K ﹤0.01%
162
2472
$8K ﹤0.01%
517
+43
2473
$8K ﹤0.01%
480
2474
$7K ﹤0.01%
490
2475
$7K ﹤0.01%
174
+91
97 98
99
100 101