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
2776
$2K ﹤0.01%
+30
2777
$2K ﹤0.01%
130
2778
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+500
2779
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100
2780
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18
2781
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5
+1
2782
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+40
2783
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+104
2784
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3
2785
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13
2786
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2787
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100
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2788
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2789
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+602
2790
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11
+1
2791
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41
2792
$2K ﹤0.01%
+6
2793
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+350
2794
$2K ﹤0.01%
158
2795
$2K ﹤0.01%
+148
2796
$2K ﹤0.01%
+19
2797
$2K ﹤0.01%
27
+7
2798
$2K ﹤0.01%
+109
2799
$2K ﹤0.01%
+6
2800
$2K ﹤0.01%
10
110 111
112
113 114