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
901
$300K 0.01%
29,348
+5
902
$299K 0.01%
5,373
+180
903
$299K 0.01%
13,039
+4,604
904
$298K 0.01%
3,318
+3,022
905
$298K 0.01%
1,506
+1,066
906
$298K 0.01%
604
907
$297K 0.01%
5,514
+187
908
$297K 0.01%
3,748
+3,408
909
$297K 0.01%
5,808
+111
910
$296K 0.01%
11,525
+1,384
911
$296K 0.01%
9,550
912
$295K 0.01%
35,231
-1,019
913
$295K 0.01%
32,332
+15,653
914
$294K 0.01%
18,906
-15,478
915
$294K 0.01%
2,947
+2
916
$293K 0.01%
9,152
-1,506
917
$293K 0.01%
1,055
-136
918
$293K 0.01%
19,613
+1,001
919
$291K 0.01%
7,840
+413
920
$290K 0.01%
7,100
-3,682
921
$290K 0.01%
3,564
+473
922
$289K 0.01%
6,379
-46
923
$288K 0.01%
23,984
-1,586
924
$288K 0.01%
2,115
+61
925
$288K 0.01%
2,807
+1,330
35 36
37
38 39