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
3026
– –
-216
3027
– –
-600
3028
– –
-12,025
3029
– –
-22
3030
– –
-200
3031
– –
-180
3032
– –
-100
3033
– –
-1,188
3034
– –
-278
3035
– –
-2,682
3036
– –
-120
3037
– –
-104
3038
– –
-200
3039
– –
-580
3040
– –
-3,086
3041
– –
-381
3042
– –
-200
3043
– –
-500
3044
– –
-2,000
3045
– –
-158
3046
– –
-5,000
3047
– –
-930
3048
– –
-130
3049
– –
0
3050
– –
-10
119 120 121
122
123