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
326
$1.86M 0.04%
10,171
-86
327
$1.82M 0.04%
13,092
+2,737
328
$1.81M 0.04%
70,896
-116
329
$1.8M 0.04%
4
330
$1.79M 0.04%
26,691
+26,391
331
$1.78M 0.04%
13,167
-69
332
$1.78M 0.04%
17,071
-2,115
333
$1.77M 0.04%
38,187
-26,316
334
$1.73M 0.04%
22,772
+13,873
335
$1.73M 0.04%
210,091
+139,362
336
$1.73M 0.04%
8,936
+6,056
337
$1.72M 0.04%
5,851
+64
338
$1.71M 0.04%
47,761
+9,632
339
$1.7M 0.04%
42,779
-9,912
340
$1.7M 0.04%
13,785
-3,365
341
$1.69M 0.04%
35,326
+13,731
342
$1.69M 0.04%
28,779
+46
343
$1.63M 0.04%
4,197
+294
344
$1.61M 0.04%
8,986
+804
345
$1.6M 0.04%
9,479
+708
346
$1.59M 0.04%
8,653
+836
347
$1.57M 0.03%
31,366
+437
348
$1.57M 0.03%
13,997
-254
349
$1.57M 0.03%
61,024
+23,493
350
$1.55M 0.03%
16,937
-5,562
12 13
14
15 16