SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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
+$26.8M
3
+$17.6M
4
ADBE icon
Adobe
ADBE
+$14M
5
MSFT icon
Microsoft
MSFT
+$13.6M

Top Sells

1
+$16.3M
2
+$10.2M
3
+$9.92M
4
DIS icon
Walt Disney
DIS
+$8.42M
5
PYPL icon
PayPal
PYPL
+$6.63M

Sector Composition

1 Technology 15.39%
2 Consumer Discretionary 8.59%
3 Financials 7.15%
4 Healthcare 6.16%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.33M 0.07%
35,206
-934
227
$3.33M 0.07%
5,053
+3,953
228
$3.32M 0.07%
12,613
+3,367
229
$3.25M 0.07%
34,987
-657
230
$3.24M 0.07%
34,086
+6,352
231
$3.23M 0.07%
168,310
-1,363
232
$3.21M 0.07%
31,110
+12,132
233
$3.21M 0.07%
46,774
+29,783
234
$3.18M 0.07%
89,894
-15,090
235
$3.17M 0.07%
145,728
+80,213
236
$3.17M 0.07%
28,973
-5,713
237
$3.17M 0.07%
36,326
+13,792
238
$3.16M 0.07%
37,276
-1,090
239
$3.12M 0.07%
56,173
+2,999
240
$3.12M 0.07%
85,528
+70,879
241
$3.1M 0.07%
20,863
+4,020
242
$3.04M 0.07%
149,616
+24,461
243
$3.03M 0.07%
141,039
+87,145
244
$3.02M 0.07%
4,654
-77
245
$3.02M 0.07%
111,353
+4,054
246
$2.98M 0.07%
47,377
+12,036
247
$2.97M 0.07%
34,829
+13,706
248
$2.96M 0.07%
47,343
-16,785
249
$2.95M 0.07%
292,784
-13,144
250
$2.94M 0.07%
27,773
-415
8 9
10
11 12