SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$2K ﹤0.01%
344
+47
2777
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155
2778
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51
2779
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104
+2
2780
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380
2781
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+39
2782
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117
+34
2783
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8
2784
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+25
2785
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100
2786
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2787
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2788
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300
2789
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80
-657
2790
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177
+50
2791
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2792
– –
0
2793
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+500
2794
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27
+7
2795
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2796
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+6
2797
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100
2798
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18
2799
$2K ﹤0.01%
5
+1
2800
$2K ﹤0.01%
+40
110 111
112
113 114