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
876
$322K 0.01%
11,000
877
$321K 0.01%
2,655
878
$321K 0.01%
2,820
-1,191
879
$320K 0.01%
9,072
-3,213
880
$319K 0.01%
4,904
+2,332
881
$319K 0.01%
+4,327
882
$318K 0.01%
+4,101
883
$317K 0.01%
2,295
+397
884
$317K 0.01%
1,823
+445
885
$314K 0.01%
3,638
-350
886
$313K 0.01%
5,505
+3,450
887
$313K 0.01%
2,422
-122
888
$311K 0.01%
13,589
+1,155
889
$310K 0.01%
8,767
-5,052
890
$310K 0.01%
4,520
+3,468
891
$307K 0.01%
17,279
+2,369
892
$306K 0.01%
44,540
893
$305K 0.01%
7,518
+7,478
894
$304K 0.01%
+6,106
895
$304K 0.01%
2,462
-366
896
$303K 0.01%
+9,347
897
$302K 0.01%
7,312
+5,938
898
$301K 0.01%
17,619
+1,600
899
$301K 0.01%
3,911
+1,708
900
$301K 0.01%
2,245
+273
34 35
36
37 38