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
2876
$1K ﹤0.01%
34
2877
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+112
2878
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+12
2879
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4
-124
2880
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1,339
-2,211
2881
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2882
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+100
2883
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+150
2884
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67
2886
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2887
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2888
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31
-2
2889
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+57
2890
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+22
2891
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214
-2
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2893
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+28
2894
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229
2895
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+21
2896
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+41
2897
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20
2898
$1K ﹤0.01%
+92
2899
$1K ﹤0.01%
36
2900
$1K ﹤0.01%
77
114 115
116
117 118