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
2751
$2K ﹤0.01%
300
2752
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+46
2753
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19
2754
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+17
2755
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28
-200
2756
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+1
2757
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415
2758
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+100
2759
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140
-26
2760
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+20
2761
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20
2762
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2763
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+80
2764
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117
+34
2765
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8
2766
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+25
2767
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2768
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2769
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2770
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300
2771
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80
-657
2772
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177
+50
2773
$2K ﹤0.01%
+266
2774
– –
0
2775
$2K ﹤0.01%
+61
109 110
111
112 113