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
826
$359K 0.01%
12,867
+9,435
827
$358K 0.01%
4,467
-2,300
828
$356K 0.01%
13,915
+13,597
829
$356K 0.01%
19,207
+16,950
830
$355K 0.01%
10,798
+597
831
$353K 0.01%
24,708
+24,602
832
$353K 0.01%
56,695
+28,136
833
$353K 0.01%
13,714
+13,414
834
$352K 0.01%
5,990
+5,543
835
$351K 0.01%
13,466
-2,896
836
$351K 0.01%
18,153
+17,958
837
$351K 0.01%
5,492
+1,595
838
$349K 0.01%
9,700
+1,028
839
$348K 0.01%
21,569
-6,770
840
$347K 0.01%
7,199
+594
841
$346K 0.01%
3,845
+3,825
842
$346K 0.01%
3,962
+3,720
843
$346K 0.01%
3,361
-141
844
$346K 0.01%
9,942
+595
845
$346K 0.01%
2,471
+854
846
$346K 0.01%
+7,271
847
$345K 0.01%
48,797
+8,642
848
$345K 0.01%
8,999
+8,463
849
$344K 0.01%
91,654
+1,160
850
$344K 0.01%
+8,426
32 33
34
35 36