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
551
$784K 0.02%
4,458
+597
552
$783K 0.02%
7,741
+3
553
$783K 0.02%
2,837
+1,095
554
$781K 0.02%
+34,731
555
$780K 0.02%
47,148
-37,676
556
$774K 0.02%
6,433
+97
557
$772K 0.02%
6,456
+2,414
558
$772K 0.02%
56,375
+1,541
559
$772K 0.02%
5,666
-101
560
$767K 0.02%
3,001
-124
561
$766K 0.02%
16,905
+468
562
$761K 0.02%
13,106
+4,107
563
$760K 0.02%
6,758
-741
564
$759K 0.02%
30,909
-2,027
565
$758K 0.02%
5,648
+416
566
$758K 0.02%
19,730
+3
567
$755K 0.02%
10,766
+1
568
$753K 0.02%
15,037
+3,315
569
$753K 0.02%
21,094
+12,616
570
$750K 0.02%
49,864
+2,006
571
$748K 0.02%
15,818
-223
572
$747K 0.02%
23,885
+11,222
573
$738K 0.02%
6,025
-1,246
574
$736K 0.02%
7,579
+223
575
$733K 0.02%
4,111
+1,027
21 22
23
24 25