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
2826
$2K ﹤0.01%
+17
2827
$2K ﹤0.01%
+17
2828
$2K ﹤0.01%
53
+10
2829
$2K ﹤0.01%
344
+47
2830
$2K ﹤0.01%
155
2831
$2K ﹤0.01%
51
2832
$2K ﹤0.01%
104
+2
2833
$2K ﹤0.01%
380
2834
$2K ﹤0.01%
+39
2835
$2K ﹤0.01%
25
2836
$2K ﹤0.01%
+100
2837
$2K ﹤0.01%
+33
2838
$2K ﹤0.01%
50
2839
$1K ﹤0.01%
+16
2840
$1K ﹤0.01%
+9
2841
$1K ﹤0.01%
+29
2842
$1K ﹤0.01%
68
2843
$1K ﹤0.01%
+25
2844
$1K ﹤0.01%
90
2845
$1K ﹤0.01%
+75
2846
$1K ﹤0.01%
+722
2847
$1K ﹤0.01%
+91
2848
$1K ﹤0.01%
+217
2849
$1K ﹤0.01%
80
2850
$1K ﹤0.01%
150
-50
112 113
114
115 116