SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$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 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$4K ﹤0.01%
617
2652
$4K ﹤0.01%
+138
2653
$4K ﹤0.01%
+300
2654
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+93
2655
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200
+100
2656
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+20
2657
$4K ﹤0.01%
31
-584
2658
$4K ﹤0.01%
83
-83
2659
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500
-1,895
2660
$4K ﹤0.01%
5
+2
2661
$4K ﹤0.01%
+35
2662
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139
2663
$4K ﹤0.01%
+58
2664
$4K ﹤0.01%
+56
2665
$4K ﹤0.01%
+100
2666
$4K ﹤0.01%
+95
2667
$3K ﹤0.01%
+9
2668
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100
2669
$3K ﹤0.01%
16
-9
2670
$3K ﹤0.01%
100
-425
2671
$3K ﹤0.01%
8
2672
$3K ﹤0.01%
+53
2673
$3K ﹤0.01%
106
2674
$3K ﹤0.01%
710
2675
$3K ﹤0.01%
90
-100
105 106
107
108 109