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
751
$429K 0.01%
6,344
+203
752
$427K 0.01%
5,751
-68
753
$427K 0.01%
8,876
754
$424K 0.01%
8,458
+7,834
755
$423K 0.01%
6,361
+2,584
756
$423K 0.01%
11,006
-3,725
757
$423K 0.01%
42,901
-2,004
758
$423K 0.01%
2,485
+2,184
759
$421K 0.01%
7,133
+4,240
760
$420K 0.01%
7,963
+1,097
761
$420K 0.01%
794
+16
762
$420K 0.01%
5,734
+2,042
763
$417K 0.01%
32,571
-226
764
$417K 0.01%
4,791
+1,045
765
$416K 0.01%
8,135
+5,489
766
$415K 0.01%
+10,910
767
$414K 0.01%
4,914
768
$413K 0.01%
9,088
769
$413K 0.01%
7,976
+5,250
770
$413K 0.01%
+8,465
771
$411K 0.01%
+14,442
772
$409K 0.01%
4,047
+907
773
$408K 0.01%
3,519
+1,138
774
$406K 0.01%
9,133
+8,301
775
$405K 0.01%
10,716
+3
29 30
31
32 33