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
2801
$2K ﹤0.01%
+104
2802
$2K ﹤0.01%
13
2803
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+7
2804
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100
-100
2805
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+16
2806
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+602
2807
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11
+1
2808
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41
2809
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+6
2810
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+148
2811
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+19
2812
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+46
2813
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19
2814
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+17
2815
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28
-200
2816
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+1
2817
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415
2818
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+100
2819
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140
-26
2820
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+20
2821
$2K ﹤0.01%
+54
2822
$2K ﹤0.01%
42
2823
$2K ﹤0.01%
310
2824
$2K ﹤0.01%
52
2825
$2K ﹤0.01%
+50
111 112
113
114 115