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
2526
$6K ﹤0.01%
500
2527
$6K ﹤0.01%
1,174
-780
2528
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1,000
-50
2529
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100
2530
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22
2531
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+36
2532
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363
2533
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163
+55
2534
$6K ﹤0.01%
+112
2535
$6K ﹤0.01%
109
2536
$6K ﹤0.01%
2,000
2537
$6K ﹤0.01%
22
+19
2538
$6K ﹤0.01%
100
2539
$6K ﹤0.01%
300
2540
$6K ﹤0.01%
600
+100
2541
$6K ﹤0.01%
+300
2542
$6K ﹤0.01%
+810
2543
$5K ﹤0.01%
66
-4
2544
$5K ﹤0.01%
700
-325
2545
$5K ﹤0.01%
+75
2546
$5K ﹤0.01%
923
-1,029
2547
$5K ﹤0.01%
30
2548
$5K ﹤0.01%
580
+100
2549
$5K ﹤0.01%
+12
2550
$5K ﹤0.01%
168
100 101
102
103 104