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
851
$344K 0.01%
13,038
+4,259
852
$344K 0.01%
+8,205
853
$344K 0.01%
13,715
+8,184
854
$343K 0.01%
9,164
+2,083
855
$343K 0.01%
32,077
+338
856
$343K 0.01%
58
+28
857
$342K 0.01%
13,159
+12,424
858
$342K 0.01%
1,489
-118
859
$340K 0.01%
3,530
+7
860
$339K 0.01%
10,643
+9,061
861
$338K 0.01%
6,126
+1,816
862
$336K 0.01%
1,322
+462
863
$335K 0.01%
+49,459
864
$335K 0.01%
6,495
-39
865
$333K 0.01%
7,662
+7,033
866
$330K 0.01%
1,851
+1,260
867
$330K 0.01%
10,474
+8,737
868
$329K 0.01%
21,553
+15,268
869
$329K 0.01%
4,242
-5,813
870
$329K 0.01%
+5,524
871
$328K 0.01%
3,094
+979
872
$328K 0.01%
5,323
+5,157
873
$326K 0.01%
7,603
+7,015
874
$324K 0.01%
383
+50
875
$322K 0.01%
9,785
+700
33 34
35
36 37