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
2626
$4K ﹤0.01%
+863
2627
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+100
2628
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327
2629
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2630
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2631
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155
2632
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2633
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200
2634
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2635
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+100
2636
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107
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2637
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2638
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500
2639
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+100
2640
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173
+18
2641
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850
2642
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200
2643
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+54
2644
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72
+51
2645
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+115
2646
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+190
2647
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+69
2648
$4K ﹤0.01%
1,000
2649
$4K ﹤0.01%
927
2650
$4K ﹤0.01%
+138