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
76
$15.5M 0.34%
85,246
+20,601
77
$15.5M 0.34%
81,681
-10,135
78
$15.2M 0.34%
83,943
+4,704
79
$15.1M 0.34%
210,060
+8,660
80
$15.1M 0.33%
164,044
+430
81
$14.9M 0.33%
193,152
+8,185
82
$14.6M 0.32%
57,205
+3,809
83
$14.6M 0.32%
91,144
+4,189
84
$14.2M 0.32%
81,293
+13,775
85
$14.2M 0.31%
23,709
+515
86
$14.1M 0.31%
78,614
+2,562
87
$14.1M 0.31%
82,333
+17,432
88
$14M 0.31%
526,168
+35,700
89
$13.9M 0.31%
35,483
+1,191
90
$13.9M 0.31%
176,727
+650
91
$13.9M 0.31%
243,008
+750
92
$13.9M 0.31%
230,310
+17,640
93
$13.8M 0.31%
20,322
+2,011
94
$13.8M 0.31%
292,680
+14,370
95
$13.7M 0.3%
259,486
+21,053
96
$13.7M 0.3%
125,840
+2,111
97
$13.7M 0.3%
141,472
+8,010
98
$13.5M 0.3%
54,609
+1,642
99
$13.3M 0.3%
709,468
+11,530
100
$13.3M 0.29%
37,566
+3,472
2 3
4
5 6