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
426
$1.17M 0.03%
19,288
-1,806
427
$1.17M 0.03%
18,865
-4,295
428
$1.17M 0.03%
80,056
+2,630
429
$1.17M 0.03%
4,778
-1,476
430
$1.17M 0.03%
2,106
-787
431
$1.17M 0.03%
7,871
+1,293
432
$1.16M 0.03%
20,212
+15,510
433
$1.16M 0.03%
18,534
+7,974
434
$1.15M 0.03%
54,019
+690
435
$1.15M 0.03%
6,272
+3,625
436
$1.15M 0.03%
4,249
+3,052
437
$1.15M 0.03%
62,903
+31,987
438
$1.14M 0.03%
5,819
-377
439
$1.14M 0.03%
19,186
+39
440
$1.14M 0.03%
27,126
+570
441
$1.13M 0.03%
46,401
-5,052
442
$1.13M 0.03%
18,598
-268,224
443
$1.1M 0.02%
2,899
+1,116
444
$1.1M 0.02%
7,226
+772
445
$1.1M 0.02%
8,958
+2,237
446
$1.09M 0.02%
9,444
+2,355
447
$1.08M 0.02%
6,937
+327
448
$1.08M 0.02%
3,848
+783
449
$1.08M 0.02%
43,289
+42,761
450
$1.06M 0.02%
4,850
+50
16 17
18
19 20