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
276
$2.49M 0.06%
14,990
+3,398
277
$2.45M 0.05%
10,859
-1,237
278
$2.41M 0.05%
35,711
-9,208
279
$2.4M 0.05%
77,577
-3,576
280
$2.37M 0.05%
30,907
+2,088
281
$2.36M 0.05%
56,843
+51,840
282
$2.36M 0.05%
9,559
+5,594
283
$2.35M 0.05%
118,185
+15,687
284
$2.35M 0.05%
27,772
-2,662
285
$2.33M 0.05%
32,625
+15,125
286
$2.33M 0.05%
48,489
+13,664
287
$2.33M 0.05%
18,112
-399
288
$2.32M 0.05%
56,203
+41,562
289
$2.31M 0.05%
+68,817
290
$2.31M 0.05%
12,240
+1,638
291
$2.3M 0.05%
18,750
+8,870
292
$2.25M 0.05%
13,480
+553
293
$2.23M 0.05%
22,630
+844
294
$2.21M 0.05%
47,288
+7,973
295
$2.19M 0.05%
27,090
-3,224
296
$2.18M 0.05%
54,512
297
$2.18M 0.05%
44,735
+3
298
$2.15M 0.05%
41,478
-1,420
299
$2.15M 0.05%
36,639
-1,563
300
$2.14M 0.05%
105,970
+105,492
10 11
12
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