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
576
$728K 0.02%
19,867
-2,703
577
$726K 0.02%
12,468
+2,675
578
$726K 0.02%
23,076
+502
579
$725K 0.02%
8,733
+401
580
$724K 0.02%
14,935
+14,800
581
$723K 0.02%
+46,986
582
$722K 0.02%
4,715
-262
583
$721K 0.02%
6,242
-2,242
584
$718K 0.02%
1,941
+1,371
585
$715K 0.02%
9,937
+9,542
586
$706K 0.02%
6,421
+6,386
587
$705K 0.02%
22,268
+5,304
588
$704K 0.02%
26,112
-5,402
589
$703K 0.02%
3,681
-342
590
$699K 0.02%
15,453
-2,115
591
$694K 0.02%
12,312
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592
$692K 0.02%
+176,107
593
$691K 0.02%
33,744
-1,664
594
$690K 0.02%
3,450
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595
$688K 0.02%
+47,316
596
$683K 0.02%
25,644
+2,938
597
$682K 0.02%
4,740
+436
598
$682K 0.02%
19,865
-4,790
599
$681K 0.02%
21,200
600
$680K 0.02%
6,279
+2,752
22 23
24
25 26