SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$35.9M
Cap. Flow %
1.15%
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
848
Reduced
831
Closed
146

Top Buys

1
$22.3M
2
$10.1M
3
$8.54M
4
$8.33M
5
$7.06M

Top Sells

1
$25.1M
2
$18.3M
3
$12.9M
4
$7.48M
5
$6.69M

Sector Composition

1Technology14.88%
2Financials6.19%
3Consumer Discretionary5.26%
4Healthcare4.64%
5Communication Services4.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.17M0.07%49,631
+383
+0.8%
+$16.7K
$2.15M0.07%48,242
+1,106
+2%
+$49.3K
$2.14M0.07%25,729
-626
-2%
-$52.1K
$2.13M0.07%6,102
+749
+14%
+$262K
$2.13M0.07%26,920
-89
-0.3%
-$7.03K
$2.11M0.07%25,116
-38,965
-61%
-$3.27M
$2.1M0.07%7,815
+4,254
+119%
+$1.14M
$2.1M0.07%7,923
+7,887
+21,908%
+$2.09M
$2.08M0.07%28,277
+5,373
+23%
+$395K
$2.06M0.07%40,602
+9,801
+32%
+$498K
$2.05M0.07%7,741
+3,327
+75%
+$882K
$2.04M0.07%17,024
+1,606
+10%
+$192K
$2.03M0.06%14,938
-768
-5%
-$104K
$2.02M0.06%52,897
+32,352
+157%
+$1.23M
$1.99M0.06%9,697
+1,198
+14%
+$246K
$1.99M0.06%48,691
-7,415
-13%
-$303K
$1.98M0.06%33,249
+143
+0.4%
+$8.51K
$1.97M0.06%8,330
-308
-4%
-$72.8K
$1.96M0.06%18,646
+1,776
+11%
+$187K
$1.96M0.06%105,239
+2,281
+2%
+$42.4K
$1.95M0.06%19,460
-1,603
-8%
-$160K
$1.94M0.06%17,156
+15,861
+1,225%
+$1.8M
$1.93M0.06%16,338
-318
-2%
-$37.6K
$1.93M0.06%17,212
+1,652
+11%
+$185K
$1.92M0.06%18,532
-199
-1%
-$20.6K
1 910111213105