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
2851
$1K ﹤0.01%
+2
2852
$1K ﹤0.01%
+150
2853
$1K ﹤0.01%
50
-50
2854
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+21
2855
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+186
2856
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+1
2857
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+38
2858
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51
-22
2859
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+200
2860
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30
2861
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+187
2862
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+27
2863
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+20
2864
$1K ﹤0.01%
44
-219
2865
$1K ﹤0.01%
24
-400
2866
$1K ﹤0.01%
+21
2867
$1K ﹤0.01%
+55
2868
$1K ﹤0.01%
+5
2869
$1K ﹤0.01%
+60
2870
$1K ﹤0.01%
120
2871
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+2
2872
$1K ﹤0.01%
25
2873
$1K ﹤0.01%
88
+2
2874
$1K ﹤0.01%
+16
2875
$1K ﹤0.01%
+14
113 114
115
116 117