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
2726
$3K ﹤0.01%
33
+9
2727
$3K ﹤0.01%
498
2728
$3K ﹤0.01%
+350
2729
$3K ﹤0.01%
800
2730
$3K ﹤0.01%
144
+1
2731
$3K ﹤0.01%
+267
2732
$3K ﹤0.01%
30
2733
$3K ﹤0.01%
67
-108
2734
$3K ﹤0.01%
36
2735
$3K ﹤0.01%
+96
2736
$3K ﹤0.01%
16
2737
$3K ﹤0.01%
110
-600
2738
$3K ﹤0.01%
+3
2739
$3K ﹤0.01%
55
2740
$3K ﹤0.01%
+317
2741
$3K ﹤0.01%
50
-50
2742
$3K ﹤0.01%
+12
2743
$3K ﹤0.01%
+100
2744
$3K ﹤0.01%
400
-1,500
2745
$3K ﹤0.01%
400
2746
$3K ﹤0.01%
+360
2747
$3K ﹤0.01%
66
2748
$3K ﹤0.01%
79
+19
2749
$3K ﹤0.01%
61
+31
2750
$2K ﹤0.01%
124
108 109
110
111 112