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
376
$1.42M 0.03%
34,124
-6,577
377
$1.42M 0.03%
2,202
+170
378
$1.4M 0.03%
15,568
+15,404
379
$1.4M 0.03%
45,870
-1,430
380
$1.4M 0.03%
6,905
+984
381
$1.39M 0.03%
20,958
+18,029
382
$1.39M 0.03%
4,102
+1,127
383
$1.38M 0.03%
25,338
+22
384
$1.38M 0.03%
14,855
+536
385
$1.38M 0.03%
31,641
+4,837
386
$1.38M 0.03%
55,184
+7,099
387
$1.38M 0.03%
24,514
+13,747
388
$1.36M 0.03%
37,768
+4,300
389
$1.36M 0.03%
9,995
+96
390
$1.35M 0.03%
7,836
+1,003
391
$1.35M 0.03%
4,786
+3,485
392
$1.35M 0.03%
39,982
+7,198
393
$1.34M 0.03%
2,014
+1,236
394
$1.34M 0.03%
9,927
+909
395
$1.34M 0.03%
26,583
+38
396
$1.34M 0.03%
9,277
+474
397
$1.34M 0.03%
15,138
+1,116
398
$1.3M 0.03%
22,300
-3,778
399
$1.29M 0.03%
58,223
+490
400
$1.28M 0.03%
41,881
+250
14 15
16
17 18