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
526
$832K 0.02%
85,597
-406
527
$830K 0.02%
28,869
+2,548
528
$829K 0.02%
15,617
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529
$827K 0.02%
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+818
530
$823K 0.02%
7,157
+27
531
$820K 0.02%
20,862
+15,285
532
$820K 0.02%
5,881
+110
533
$819K 0.02%
20,294
+500
534
$816K 0.02%
8,405
-4,377
535
$816K 0.02%
60,337
+19,387
536
$815K 0.02%
3,475
+37
537
$814K 0.02%
24,166
+23,768
538
$813K 0.02%
9,134
+6,552
539
$812K 0.02%
9,614
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540
$810K 0.02%
8,490
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541
$809K 0.02%
3,674
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542
$806K 0.02%
11,861
-621
543
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544
$804K 0.02%
13,134
-1,153
545
$804K 0.02%
25,862
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546
$799K 0.02%
12,723
-2,123
547
$794K 0.02%
19,759
+6,788
548
$792K 0.02%
10,929
-589
549
$790K 0.02%
49,836
+9,227
550
$787K 0.02%
11,788
+5,154
20 21
22
23 24