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
251
$2.93M 0.07%
11,689
+3,382
252
$2.93M 0.07%
40,575
+6,973
253
$2.92M 0.06%
22,656
-467
254
$2.9M 0.06%
44,035
+2,155
255
$2.89M 0.06%
4,331
+30
256
$2.89M 0.06%
27,713
-2,641
257
$2.87M 0.06%
27,374
+5,711
258
$2.84M 0.06%
129,290
+71,120
259
$2.83M 0.06%
59,804
+15,356
260
$2.82M 0.06%
33,506
+13,096
261
$2.78M 0.06%
1,156
+233
262
$2.78M 0.06%
7,645
+604
263
$2.78M 0.06%
47,358
+25,335
264
$2.73M 0.06%
10,454
+10,106
265
$2.69M 0.06%
24,329
+24,218
266
$2.66M 0.06%
52,175
-508
267
$2.66M 0.06%
7,623
-465
268
$2.55M 0.06%
19,709
+3,508
269
$2.55M 0.06%
209,351
+1,665
270
$2.55M 0.06%
121,587
+12,999
271
$2.54M 0.06%
23,565
-4,556
272
$2.53M 0.06%
36,839
+1,791
273
$2.51M 0.06%
21,874
+9,515
274
$2.5M 0.06%
74,047
-7,708
275
$2.5M 0.06%
63,931
+17,256
9 10
11
12 13