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
2676
$3K ﹤0.01%
8
2677
$3K ﹤0.01%
+53
2678
$3K ﹤0.01%
106
2679
$3K ﹤0.01%
710
2680
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90
-100
2681
$3K ﹤0.01%
+11
2682
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997
-140
2683
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614
-600
2684
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32
2685
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35
2686
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35
2687
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+225
2688
$3K ﹤0.01%
58
+16
2689
$3K ﹤0.01%
87
2690
$3K ﹤0.01%
244
-1,195
2691
$3K ﹤0.01%
251
2692
$3K ﹤0.01%
+127
2693
$3K ﹤0.01%
59
+13
2694
$3K ﹤0.01%
+100
2695
$3K ﹤0.01%
25
-17
2696
$3K ﹤0.01%
42
2697
$3K ﹤0.01%
19
+9
2698
$3K ﹤0.01%
15
2699
$3K ﹤0.01%
+78
2700
$3K ﹤0.01%
+58
106 107
108
109 110