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
26
$30.6M 0.68%
236,988
+13,060
27
$30.5M 0.68%
60,342
+7,726
28
$28.8M 0.64%
734,557
+44,628
29
$28.4M 0.63%
247,570
+7,423
30
$28M 0.62%
358,913
+21,127
31
$28M 0.62%
263,283
+16,186
32
$27.9M 0.62%
193,020
+32,620
33
$25.9M 0.58%
432,607
+10,638
34
$25.8M 0.57%
154,759
+15,333
35
$24.5M 0.54%
854,771
+64,756
36
$24.4M 0.54%
438,784
+12,716
37
$23.5M 0.52%
635,856
-16,660
38
$23.4M 0.52%
62,038
+1,231
39
$23.4M 0.52%
29,273
+730
40
$23.2M 0.51%
243,595
-58,509
41
$22.3M 0.5%
266,614
+71,970
42
$21.8M 0.48%
451,764
+50,742
43
$21.6M 0.48%
289,153
+5,916
44
$21.5M 0.48%
61,356
+6,120
45
$21.5M 0.48%
307,593
+5,970
46
$21.3M 0.47%
151,117
+10,741
47
$21M 0.47%
178,935
+18,658
48
$20.9M 0.46%
36,757
+24,561
49
$20.4M 0.45%
408,090
+13,801
50
$20.2M 0.45%
137,618
+7,590
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