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
801
$381K 0.01%
2,442
-479
802
$380K 0.01%
2,136
+377
803
$379K 0.01%
3,764
+3,364
804
$379K 0.01%
+15,250
805
$379K 0.01%
5,749
+4,447
806
$379K 0.01%
21,316
+308
807
$378K 0.01%
7,522
-344
808
$378K 0.01%
15,100
809
$378K 0.01%
10,037
+1,958
810
$375K 0.01%
23,168
-4,113
811
$375K 0.01%
6,465
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812
$375K 0.01%
15,947
+3,852
813
$372K 0.01%
7,000
814
$369K 0.01%
+20,119
815
$367K 0.01%
4,049
-200
816
$366K 0.01%
27,152
+1,037
817
$366K 0.01%
3,440
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818
$363K 0.01%
11,347
+772
819
$362K 0.01%
7,237
+6,571
820
$362K 0.01%
13,740
-952
821
$362K 0.01%
+6,480
822
$361K 0.01%
3,558
+1,775
823
$360K 0.01%
1,646
-101
824
$360K 0.01%
3,037
+385
825
$360K 0.01%
+15,789
31 32
33
34 35