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
676
$539K 0.01%
14,473
+3,417
677
$539K 0.01%
10,706
-110
678
$539K 0.01%
5,300
+2,937
679
$538K 0.01%
8,296
+7,888
680
$537K 0.01%
3,626
+3,487
681
$533K 0.01%
23,997
-251
682
$532K 0.01%
4,212
-1,647
683
$527K 0.01%
+7,470
684
$527K 0.01%
835
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685
$526K 0.01%
10,519
+448
686
$526K 0.01%
2,301
+764
687
$526K 0.01%
2,890
+1,982
688
$522K 0.01%
14,543
+6,398
689
$517K 0.01%
21,068
+100
690
$517K 0.01%
10,190
-27,900
691
$515K 0.01%
10,825
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692
$513K 0.01%
48,094
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693
$513K 0.01%
2,403
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694
$512K 0.01%
9,635
+1,020
695
$511K 0.01%
10,097
-29
696
$510K 0.01%
17,031
+15,891
697
$509K 0.01%
11,723
+40
698
$509K 0.01%
6,775
-264
699
$508K 0.01%
1,901
+478
700
$506K 0.01%
+5,068
26 27
28
29 30