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
626
$609K 0.01%
11,706
+1,854
627
$604K 0.01%
3,120
-429
628
$603K 0.01%
59,451
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629
$602K 0.01%
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630
$600K 0.01%
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631
$600K 0.01%
2,355
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632
$599K 0.01%
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633
$598K 0.01%
12,152
634
$594K 0.01%
7,480
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635
$591K 0.01%
20,020
-3,430
636
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3,820
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637
$589K 0.01%
14,219
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638
$589K 0.01%
16,649
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639
$587K 0.01%
18,048
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640
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641
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27,414
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642
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643
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644
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645
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3,820
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646
$574K 0.01%
5,585
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647
$572K 0.01%
16,515
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648
$572K 0.01%
6,194
-1,599
649
$572K 0.01%
5,178
-3,877
650
$570K 0.01%
38,796
+5,698
24 25
26
27 28