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
2451
$1K ﹤0.01%
37
-645
2452
$1K ﹤0.01%
100
+10
2453
$1K ﹤0.01%
57
-47,307
2454
$1K ﹤0.01%
+52
2455
$1K ﹤0.01%
+131
2456
$1K ﹤0.01%
167
-107
2457
$1K ﹤0.01%
80
2458
$1K ﹤0.01%
120
-30
2459
$1K ﹤0.01%
+22
2460
$1K ﹤0.01%
27
-419
2461
$1K ﹤0.01%
7
-6
2462
$1K ﹤0.01%
20
2463
$1K ﹤0.01%
36
2464
$1K ﹤0.01%
77
2465
$1K ﹤0.01%
87
2466
$1K ﹤0.01%
150
-94
2467
$1K ﹤0.01%
+43
2468
$1K ﹤0.01%
49
2469
$1K ﹤0.01%
10
-9
2470
$1K ﹤0.01%
120
2471
$1K ﹤0.01%
43
-10
2472
$1K ﹤0.01%
+30
2473
$1K ﹤0.01%
155
2474
$1K ﹤0.01%
50
2475
$1K ﹤0.01%
51
97 98
99
100 101