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
51
$20M 0.44%
55,412
-454
52
$19.9M 0.44%
106,662
+1,386
53
$19.5M 0.43%
47,344
+2,840
54
$19.1M 0.42%
82,393
+12,728
55
$19M 0.42%
426,274
+79,039
56
$18.8M 0.42%
43,659
+1,004
57
$18.7M 0.42%
435,105
-494
58
$18.5M 0.41%
161,524
+2,053
59
$18.5M 0.41%
20,196
+1,207
60
$18.1M 0.4%
71,777
+9,592
61
$17.9M 0.4%
101,518
+1,505
62
$17.9M 0.4%
58,552
+3,042
63
$17.6M 0.39%
58,891
+16,494
64
$17.6M 0.39%
40,772
+4,784
65
$17.4M 0.39%
412,733
+5,005
66
$17.2M 0.38%
124,480
+54,770
67
$17.1M 0.38%
147,775
-1,984
68
$17M 0.38%
103,896
+13,049
69
$16.9M 0.38%
25,967
+762
70
$16.8M 0.37%
62,205
+860
71
$16.5M 0.37%
44,713
+138
72
$16.1M 0.36%
150,188
+7,582
73
$16.1M 0.36%
96,481
+2,264
74
$15.8M 0.35%
267,535
+70,569
75
$15.7M 0.35%
221,968
+5,164
1 2
3
4 5