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
976
$261K 0.01%
18,955
+6,623
977
$260K 0.01%
5,993
+924
978
$259K 0.01%
8,587
-39
979
$259K 0.01%
7,719
+3,593
980
$259K 0.01%
6,733
981
$259K 0.01%
+3,076
982
$259K 0.01%
16,131
+1,581
983
$258K 0.01%
5,941
-2,483
984
$257K 0.01%
+3,915
985
$257K 0.01%
2,657
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986
$256K 0.01%
4,133
+1,463
987
$256K 0.01%
782
+114
988
$255K 0.01%
2,521
+1,112
989
$252K 0.01%
8,509
+1,500
990
$252K 0.01%
+890
991
$252K 0.01%
29,908
-287
992
$252K 0.01%
3,130
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993
$251K 0.01%
4,567
+1,506
994
$250K 0.01%
5,837
+3,184
995
$250K 0.01%
17,395
+11,655
996
$250K 0.01%
507
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997
$250K 0.01%
4,478
-709
998
$249K 0.01%
4,012
+970
999
$249K 0.01%
4,633
-69
1000
$249K 0.01%
1,065
+134
38 39
40
41 42