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
726
$472K 0.01%
15,941
+2,226
727
$468K 0.01%
16,955
+13,191
728
$468K 0.01%
11,260
+4,532
729
$466K 0.01%
14,813
+14,298
730
$465K 0.01%
6,514
-140
731
$464K 0.01%
2,554
-1,468
732
$463K 0.01%
4,501
+63
733
$461K 0.01%
11,284
-149
734
$458K 0.01%
12,374
-1,058
735
$458K 0.01%
22,093
+17,230
736
$457K 0.01%
22,385
+544
737
$455K 0.01%
8,768
+7,361
738
$454K 0.01%
6,722
-1,154
739
$451K 0.01%
11,124
+7,498
740
$451K 0.01%
9,112
+2,229
741
$450K 0.01%
715
-35
742
$449K 0.01%
6,452
743
$445K 0.01%
3,890
+1,438
744
$444K 0.01%
12,469
+34
745
$444K 0.01%
10,779
-1,727
746
$443K 0.01%
5,650
-963
747
$440K 0.01%
9,491
+4,088
748
$435K 0.01%
24,199
+1,538
749
$435K 0.01%
24,368
+2,822
750
$434K 0.01%
15,341
+3,103
28 29
30
31 32