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
2701
$3K ﹤0.01%
+128
2702
$3K ﹤0.01%
+188
2703
$3K ﹤0.01%
+24
2704
$3K ﹤0.01%
330
2705
$3K ﹤0.01%
243
+43
2706
$3K ﹤0.01%
+137
2707
$3K ﹤0.01%
+41
2708
$3K ﹤0.01%
179
2709
$3K ﹤0.01%
+50
2710
$3K ﹤0.01%
+28
2711
$3K ﹤0.01%
1,000
2712
$3K ﹤0.01%
63
2713
$3K ﹤0.01%
58
+11
2714
$3K ﹤0.01%
+62
2715
$3K ﹤0.01%
+1,420
2716
$3K ﹤0.01%
300
+100
2717
$3K ﹤0.01%
120
2718
$3K ﹤0.01%
+59
2719
$3K ﹤0.01%
266
-266
2720
$3K ﹤0.01%
160
2721
$3K ﹤0.01%
8,600
+500
2722
$3K ﹤0.01%
144
+2
2723
$3K ﹤0.01%
200
2724
$3K ﹤0.01%
58
+25
2725
$3K ﹤0.01%
+23