SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 7.16%
4 Healthcare 6.16%
5 Communication Services 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$505K 0.01%
12,249
-664
702
$503K 0.01%
13,120
-355
703
$501K 0.01%
+12,371
704
$497K 0.01%
+58,165
705
$494K 0.01%
20,974
-44
706
$493K 0.01%
1,317
+235
707
$492K 0.01%
8,122
+3,270
708
$491K 0.01%
1,935
-2,635
709
$487K 0.01%
17,022
-26,240
710
$486K 0.01%
3,373
+366
711
$486K 0.01%
3,566
+420
712
$486K 0.01%
18,777
+2,274
713
$485K 0.01%
11,693
-101
714
$484K 0.01%
14,672
+6,171
715
$481K 0.01%
22,029
+21,254
716
$480K 0.01%
8,089
717
$478K 0.01%
5,577
+249
718
$478K 0.01%
10,381
+75
719
$477K 0.01%
1,587
+81
720
$477K 0.01%
4,933
-283
721
$477K 0.01%
11,044
+9,044
722
$474K 0.01%
5,520
-1,450
723
$473K 0.01%
3,180
+132
724
$473K 0.01%
6,080
+3,352
725
$472K 0.01%
2,782
+130
27 28
29
30 31