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
776
$404K 0.01%
22,547
+5
777
$403K 0.01%
+18,475
778
$402K 0.01%
828
779
$402K 0.01%
3,052
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780
$402K 0.01%
2,494
+1,338
781
$402K 0.01%
20,292
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782
$402K 0.01%
15,575
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783
$397K 0.01%
2,296
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784
$397K 0.01%
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785
$396K 0.01%
28,380
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786
$393K 0.01%
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787
$393K 0.01%
5,148
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788
$393K 0.01%
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789
$392K 0.01%
4,561
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790
$391K 0.01%
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-24
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$389K 0.01%
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$389K 0.01%
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793
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13,118
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794
$386K 0.01%
10,176
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795
$384K 0.01%
6,252
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796
$384K 0.01%
2,830
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797
$383K 0.01%
6,553
798
$382K 0.01%
1,406
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799
$382K 0.01%
1,187
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800
$381K 0.01%
27,226
-74,086
30 31
32
33 34