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
451
$1.06M 0.02%
+34,878
452
$1.06M 0.02%
16,067
+2
453
$1.06M 0.02%
18,322
+4,745
454
$1.05M 0.02%
8,740
-3,705
455
$1.04M 0.02%
15,122
+156
456
$1.03M 0.02%
44,103
+34,950
457
$1.03M 0.02%
11,342
+880
458
$1.02M 0.02%
15,299
+108
459
$1.02M 0.02%
65,493
-1,942
460
$1.02M 0.02%
18,682
+18,585
461
$1.02M 0.02%
11,028
+7,592
462
$1.02M 0.02%
34,331
+3,638
463
$1.01M 0.02%
20,465
+215
464
$1.01M 0.02%
25,299
+102
465
$1.01M 0.02%
4,078
+200
466
$1.01M 0.02%
746
+31
467
$1.01M 0.02%
11,739
+4,820
468
$1M 0.02%
7,182
-2,583
469
$1M 0.02%
26,669
+16,257
470
$997K 0.02%
4,707
-97
471
$996K 0.02%
5,710
+3,128
472
$992K 0.02%
6,939
+4,648
473
$987K 0.02%
14,457
-913
474
$985K 0.02%
17,537
+2,621
475
$985K 0.02%
42,410
-12,564
17 18
19
20 21