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
2526
$6K ﹤0.01%
1,245
2527
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200
-980
2528
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1,000
-50
2529
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2530
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2531
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22
2532
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2533
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+55
2534
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+112
2535
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109
2536
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2,000
2537
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22
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2538
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2539
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2540
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600
+100
2541
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+300
2542
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+810
2543
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2544
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2545
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2546
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2547
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30
+15
2548
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150
+30
2549
$5K ﹤0.01%
+117
2550
$5K ﹤0.01%
350
+150