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
301
$2.14M 0.05%
8,018
+428
302
$2.09M 0.05%
24,662
+1,137
303
$2.07M 0.05%
38,463
+5,433
304
$2.06M 0.05%
23,527
+206
305
$2.06M 0.05%
33,223
-12,475
306
$2.05M 0.05%
13,201
+1,216
307
$2.05M 0.05%
13,805
-2,578
308
$2.03M 0.05%
17,123
-5,111
309
$2.03M 0.05%
75,712
+10,306
310
$2.02M 0.04%
26,384
-646
311
$1.98M 0.04%
4,756
+989
312
$1.97M 0.04%
36,465
313
$1.96M 0.04%
7,185
+695
314
$1.93M 0.04%
29,165
+5,261
315
$1.93M 0.04%
25,455
+13,894
316
$1.93M 0.04%
7,175
+65
317
$1.92M 0.04%
90,482
+5,292
318
$1.9M 0.04%
16,483
+1,087
319
$1.89M 0.04%
29,750
-29,229
320
$1.89M 0.04%
72,428
+68,589
321
$1.88M 0.04%
39,280
+577
322
$1.88M 0.04%
105,684
-1,327
323
$1.88M 0.04%
9,352
+1,996
324
$1.88M 0.04%
11,598
-1,343
325
$1.87M 0.04%
69,876
-267
11 12
13
14 15