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
2651
$4K ﹤0.01%
+35
2652
$4K ﹤0.01%
139
2653
$4K ﹤0.01%
+58
2654
$4K ﹤0.01%
+56
2655
$4K ﹤0.01%
300
2656
$4K ﹤0.01%
183
2657
$4K ﹤0.01%
+418
2658
$4K ﹤0.01%
219
2659
$4K ﹤0.01%
+35
2660
$4K ﹤0.01%
17
+7
2661
$4K ﹤0.01%
300
2662
$4K ﹤0.01%
+135
2663
$4K ﹤0.01%
194
+101
2664
$4K ﹤0.01%
+863
2665
$4K ﹤0.01%
+100
2666
$4K ﹤0.01%
31
-584
2667
$3K ﹤0.01%
100
-425
2668
$3K ﹤0.01%
8
2669
$3K ﹤0.01%
+53
2670
$3K ﹤0.01%
597
+170
2671
$3K ﹤0.01%
+13
2672
$3K ﹤0.01%
+250
2673
$3K ﹤0.01%
+87
2674
$3K ﹤0.01%
118
2675
$3K ﹤0.01%
+9