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
351
$1.55M 0.03%
18,118
+9,321
352
$1.54M 0.03%
10,245
+910
353
$1.53M 0.03%
20,806
+2,799
354
$1.53M 0.03%
6,808
-20
355
$1.52M 0.03%
22,615
+2,725
356
$1.52M 0.03%
18,213
-206
357
$1.52M 0.03%
8,599
-600
358
$1.51M 0.03%
65,454
+1,993
359
$1.51M 0.03%
8,009
+2,284
360
$1.49M 0.03%
27,087
-794
361
$1.49M 0.03%
45,315
+38,481
362
$1.49M 0.03%
92,384
+57,459
363
$1.49M 0.03%
9,090
+4,755
364
$1.49M 0.03%
41,311
+135
365
$1.47M 0.03%
117,070
+92,112
366
$1.46M 0.03%
14,009
+694
367
$1.46M 0.03%
7,018
+886
368
$1.46M 0.03%
37,230
+6,396
369
$1.45M 0.03%
27,503
+752
370
$1.45M 0.03%
18,450
+11,726
371
$1.44M 0.03%
20,301
-275
372
$1.43M 0.03%
23,081
-13,941
373
$1.43M 0.03%
17,431
+17,401
374
$1.43M 0.03%
59,469
+59,335
375
$1.42M 0.03%
26,517
-12,275
13 14
15
16 17