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
501
$889K 0.02%
12,860
+12,176
502
$887K 0.02%
5,667
-37
503
$886K 0.02%
+26,743
504
$883K 0.02%
6,642
+2,561
505
$883K 0.02%
71,580
+1,807
506
$882K 0.02%
20,168
+18,730
507
$880K 0.02%
5,100
+1,126
508
$879K 0.02%
3,396
+506
509
$872K 0.02%
+103,596
510
$870K 0.02%
35,705
+35,587
511
$870K 0.02%
3,501
-173
512
$865K 0.02%
19,747
+2,347
513
$863K 0.02%
11,213
+372
514
$861K 0.02%
3,748
+1,228
515
$859K 0.02%
13,263
-2,075
516
$856K 0.02%
56,621
-49,363
517
$851K 0.02%
5,123
+849
518
$844K 0.02%
7,266
+2,952
519
$843K 0.02%
14,303
+7,037
520
$840K 0.02%
14,713
+2,048
521
$839K 0.02%
6,829
+29
522
$838K 0.02%
9,020
-712
523
$836K 0.02%
8,156
+8,114
524
$836K 0.02%
24,297
+4,521
525
$835K 0.02%
9,769
+271
19 20
21
22 23