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
1001
$249K 0.01%
22,857
+4,345
1002
$248K 0.01%
19,257
+16,367
1003
$248K 0.01%
11,375
-48
1004
$248K 0.01%
9,805
+7,430
1005
$247K 0.01%
601
-36
1006
$246K 0.01%
918
+5
1007
$245K 0.01%
1,479
+537
1008
$243K 0.01%
621
+411
1009
$243K 0.01%
6,135
-15
1010
$243K 0.01%
11,185
+4,535
1011
$242K 0.01%
4,037
1012
$242K 0.01%
5,786
+2,307
1013
$240K 0.01%
5,347
+2,782
1014
$240K 0.01%
14,620
+7,480
1015
$237K 0.01%
5,380
+700
1016
$237K 0.01%
1,564
+3
1017
$237K 0.01%
1,740
+1
1018
$236K 0.01%
1,788
+130
1019
$236K 0.01%
2,033
+807
1020
$235K 0.01%
2,315
-2,720
1021
$235K 0.01%
4,431
+370
1022
$235K 0.01%
2,626
-322
1023
$235K 0.01%
2,345
+10
1024
$234K 0.01%
7,504
-20
1025
$234K 0.01%
2,690
+2,010
39 40
41
42 43