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
2651
$4K ﹤0.01%
+300
2652
$4K ﹤0.01%
+93
2653
$4K ﹤0.01%
200
+100
2654
$4K ﹤0.01%
+20
2655
$4K ﹤0.01%
+168
2656
$4K ﹤0.01%
200
2657
$4K ﹤0.01%
200
2658
$4K ﹤0.01%
+41
2659
$4K ﹤0.01%
31
-584
2660
$4K ﹤0.01%
83
-83
2661
$4K ﹤0.01%
500
-1,895
2662
$4K ﹤0.01%
5
+2
2663
$4K ﹤0.01%
+35
2664
$4K ﹤0.01%
139
2665
$4K ﹤0.01%
+58
2666
$4K ﹤0.01%
+56
2667
$3K ﹤0.01%
597
+170
2668
$3K ﹤0.01%
+13
2669
$3K ﹤0.01%
+250
2670
$3K ﹤0.01%
+87
2671
$3K ﹤0.01%
118
2672
$3K ﹤0.01%
+9
2673
$3K ﹤0.01%
100
2674
$3K ﹤0.01%
16
-9
2675
$3K ﹤0.01%
100
-425
105 106
107
108 109