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
2801
$2K ﹤0.01%
+67
2802
$2K ﹤0.01%
+54
2803
$2K ﹤0.01%
42
2804
$2K ﹤0.01%
310
2805
$2K ﹤0.01%
52
2806
$2K ﹤0.01%
+50
2807
$2K ﹤0.01%
+95
2808
$2K ﹤0.01%
13
-200
2809
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100
2810
$2K ﹤0.01%
112
2811
$2K ﹤0.01%
+59
2812
$2K ﹤0.01%
50
2813
$2K ﹤0.01%
+10
2814
$2K ﹤0.01%
+25
2815
$2K ﹤0.01%
+21
2816
$2K ﹤0.01%
54
-105
2817
$2K ﹤0.01%
+152
2818
$2K ﹤0.01%
50
-50
2819
$2K ﹤0.01%
73
-50
2820
$2K ﹤0.01%
+2
2821
$2K ﹤0.01%
+133
2822
$2K ﹤0.01%
120
2823
$2K ﹤0.01%
+64
2824
$2K ﹤0.01%
20
2825
$2K ﹤0.01%
+50
111 112
113
114 115