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
926
$288K 0.01%
6,035
-195
927
$288K 0.01%
10,092
-2,377
928
$287K 0.01%
469
+138
929
$286K 0.01%
10,467
+1,341
930
$286K 0.01%
13,543
+12,941
931
$286K 0.01%
1,350
+254
932
$286K 0.01%
6,586
+1,285
933
$284K 0.01%
3,229
+360
934
$284K 0.01%
4,791
-1,307
935
$283K 0.01%
5,466
+1,718
936
$282K 0.01%
8,565
-27,811
937
$281K 0.01%
4,639
+4,160
938
$281K 0.01%
2,019
+275
939
$281K 0.01%
4,135
-34
940
$280K 0.01%
47,542
+432
941
$280K 0.01%
2,966
942
$279K 0.01%
1,731
+1,701
943
$279K 0.01%
4,218
+2,612
944
$277K 0.01%
913
+27
945
$276K 0.01%
4,791
+167
946
$275K 0.01%
10,515
-2,000
947
$274K 0.01%
3,561
+134
948
$274K 0.01%
42,949
+1,221
949
$274K 0.01%
8,917
+8,693
950
$273K 0.01%
9,300
36 37
38
39 40