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
951
$273K 0.01%
6,935
+6,827
952
$272K 0.01%
+35,928
953
$272K 0.01%
17,631
+5,358
954
$271K 0.01%
38,075
+37,495
955
$269K 0.01%
7,737
956
$269K 0.01%
7,058
-414
957
$268K 0.01%
12,006
+828
958
$267K 0.01%
9,723
+3,271
959
$267K 0.01%
2,498
+218
960
$267K 0.01%
19,329
+7,000
961
$267K 0.01%
3,536
-250
962
$267K 0.01%
13,269
+1,055
963
$265K 0.01%
7,800
+10
964
$264K 0.01%
+17,856
965
$264K 0.01%
2,449
-209
966
$263K 0.01%
1,173
+1,160
967
$263K 0.01%
8,943
+546
968
$262K 0.01%
11,050
-4,430
969
$262K 0.01%
4,369
+4,309
970
$262K 0.01%
8,900
971
$261K 0.01%
7,963
-3,340
972
$261K 0.01%
6,730
973
$261K 0.01%
5,915
+3,793
974
$261K 0.01%
5,755
975
$261K 0.01%
3,569
+939
37 38
39
40 41