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
651
$570K 0.01%
12,119
+3,069
652
$567K 0.01%
21,949
+21,769
653
$566K 0.01%
2,359
+1,244
654
$563K 0.01%
2,466
+2,054
655
$563K 0.01%
11,303
+4,144
656
$562K 0.01%
+5,069
657
$561K 0.01%
852
-21
658
$561K 0.01%
+37,001
659
$559K 0.01%
22,370
-1,045
660
$558K 0.01%
15,100
+30
661
$557K 0.01%
20,638
+13,930
662
$557K 0.01%
4,587
+589
663
$555K 0.01%
15,308
664
$552K 0.01%
1,593
-59
665
$550K 0.01%
16,816
-6,917
666
$550K 0.01%
3,443
+1,380
667
$548K 0.01%
101,475
+18,930
668
$546K 0.01%
1,492
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669
$546K 0.01%
1,238
+326
670
$545K 0.01%
18,293
+12,010
671
$545K 0.01%
1,714
+368
672
$544K 0.01%
18,045
+4,785
673
$544K 0.01%
30,136
+6,900
674
$541K 0.01%
2,315
+432
675
$541K 0.01%
4,397
-348
25 26
27
28 29