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
2701
$3K ﹤0.01%
144
+1
2702
$3K ﹤0.01%
+267
2703
$3K ﹤0.01%
30
2704
$3K ﹤0.01%
67
-108
2705
$3K ﹤0.01%
+24
2706
$3K ﹤0.01%
330
2707
$3K ﹤0.01%
243
+43
2708
$3K ﹤0.01%
+41
2709
$3K ﹤0.01%
179
2710
$3K ﹤0.01%
+50
2711
$3K ﹤0.01%
+28
2712
$3K ﹤0.01%
1,000
2713
$3K ﹤0.01%
63
2714
$3K ﹤0.01%
58
+11
2715
$3K ﹤0.01%
+62
2716
$3K ﹤0.01%
36
2717
$3K ﹤0.01%
+96
2718
$3K ﹤0.01%
16
2719
$3K ﹤0.01%
110
-600
2720
$3K ﹤0.01%
+3
2721
$3K ﹤0.01%
55
2722
$3K ﹤0.01%
+317
2723
$3K ﹤0.01%
50
-50
2724
$3K ﹤0.01%
+12
2725
$3K ﹤0.01%
+100
107 108
109
110 111