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
601
$677K 0.02%
8,331
+646
602
$662K 0.01%
+253,723
603
$653K 0.01%
2,145
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604
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605
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26,427
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606
$647K 0.01%
7,849
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607
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608
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33,796
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10,264
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612
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24,169
-826
614
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2,737
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615
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616
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6,579
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14,869
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17,283
-8,390
621
$614K 0.01%
+17,783
622
$612K 0.01%
5,227
+5,028
623
$612K 0.01%
31,512
+6,130
624
$610K 0.01%
10,145
-445
625
$609K 0.01%
51,127
-4,090
23 24
25
26 27