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
476
$975K 0.02%
10,594
+7,550
477
$974K 0.02%
13,412
+1,723
478
$969K 0.02%
4,732
+4,102
479
$963K 0.02%
10,362
+725
480
$960K 0.02%
3,414
-52
481
$955K 0.02%
37,742
-3,523
482
$953K 0.02%
36,132
+137
483
$952K 0.02%
21,468
+12,789
484
$949K 0.02%
769
+160
485
$948K 0.02%
37,201
-711
486
$941K 0.02%
10,754
+5,186
487
$940K 0.02%
6,692
+2,651
488
$940K 0.02%
+40,021
489
$939K 0.02%
18,646
-516
490
$925K 0.02%
11,194
+2
491
$916K 0.02%
12,149
+11,159
492
$913K 0.02%
30,256
+24,052
493
$912K 0.02%
10,026
+361
494
$910K 0.02%
5,515
+5,028
495
$908K 0.02%
24,033
-2
496
$904K 0.02%
132,166
+1,145
497
$898K 0.02%
52,314
-4,059
498
$896K 0.02%
20,804
+76
499
$893K 0.02%
38,596
+6,850
500
$892K 0.02%
23,875
+23,818
18 19
20
21 22