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
401
$1.27M 0.03%
42,052
-763
402
$1.27M 0.03%
19,164
+16,996
403
$1.26M 0.03%
14,526
+12,687
404
$1.25M 0.03%
16,491
-1,479
405
$1.25M 0.03%
3,650
-700
406
$1.25M 0.03%
68,240
+5,472
407
$1.25M 0.03%
66,132
-19,386
408
$1.24M 0.03%
7,679
+6,466
409
$1.24M 0.03%
5,436
+2,141
410
$1.24M 0.03%
17,315
+3,887
411
$1.24M 0.03%
6,152
-999
412
$1.24M 0.03%
8,514
+3,750
413
$1.24M 0.03%
36,135
-1,573
414
$1.23M 0.03%
17,621
-5,816
415
$1.22M 0.03%
41,283
416
$1.22M 0.03%
21,770
+402
417
$1.21M 0.03%
+16,932
418
$1.21M 0.03%
20,117
+6,329
419
$1.2M 0.03%
33,792
+33,664
420
$1.19M 0.03%
43,428
+337
421
$1.19M 0.03%
26,161
+3,738
422
$1.18M 0.03%
13,881
+932
423
$1.18M 0.03%
15,863
+1,728
424
$1.18M 0.03%
44,502
+43,335
425
$1.18M 0.03%
+47,364
15 16
17
18 19