SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
This Quarter Return
-2.07%
1 Year Return
+10.54%
3 Year Return
+33.73%
5 Year Return
–
10 Year Return
–
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$24.8M
Cap. Flow %
0.79%
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
848
Reduced
831
Closed
146

Top Buys

1
$22.3M
2
$10.1M
3
$8.54M
4
$8.33M
5
$7.06M

Top Sells

1
$25.1M
2
$18.3M
3
$12.9M
4
$7.48M
5
$6.69M

Sector Composition

1Technology14.8%
2Financials6.19%
3Consumer Discretionary5.29%
4Healthcare4.64%
5Communication Services4.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.44M0.05% 16,428
+15,793
+2,487%
+$1.38M
$1.43M0.05% 9,842
+7,387
+301%
+$1.08M
$1.42M0.05% 17,509
+268
+2%
+$21.7K
$1.41M0.05% 56,489
+4,676
+9%
+$117K
$1.41M0.05% 6,998
-285
-4%
-$57.6K
$1.41M0.05% 12,026
+501
+4%
+$58.9K
$1.41M0.05% 5,552
-651
-10%
-$165K
$1.4M0.04% 32,384
+7,317
+29%
+$316K
$1.4M0.04% 2,227
+39
+2%
+$24.4K
$1.39M0.04% 7,119
-99
-1%
-$19.3K
$1.37M0.04% 6,447
-335
-5%
-$70.9K
$1.35M0.04% 11,701
+443
+4%
+$51.2K
$1.34M0.04% 32,894
+30,678
+1,384%
+$1.25M
$1.34M0.04% 13,017
-1,275
-9%
-$131K
$1.33M0.04% 27,147
-102,767
-79%
-$5.05M
$1.32M0.04% 2,475
+13
+0.5%
+$6.94K
$1.32M0.04% 26,970
+2,352
+10%
+$115K
$1.31M0.04% 23,411
-1,429
-6%
-$80.1K
$1.31M0.04% 33,779
-7,535
-18%
-$292K
$1.31M0.04% 28,432
+5,131
+22%
+$236K
$1.31M0.04% 15,173
-201
-1%
-$17.3K
$1.29M0.04% 47,873
+4,156
+10%
+$112K
$1.29M0.04% 3,473
+42
+1%
+$15.6K
$1.29M0.04% 4,745
+156
+3%
+$42.3K
$1.27M0.04% 17,675
+1,750
+11%
+$126K
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