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
1026
$234K 0.01%
5,599
+5,407
1027
$233K 0.01%
5,556
-2,430
1028
$233K 0.01%
905
-88
1029
$233K 0.01%
3,937
+1,778
1030
$232K 0.01%
3,317
+530
1031
$232K 0.01%
15,564
1032
$231K 0.01%
767
+532
1033
$230K 0.01%
4,629
-873
1034
$230K 0.01%
4,950
1035
$229K 0.01%
3,790
-3,545
1036
$229K 0.01%
5,291
-135
1037
$229K 0.01%
2,669
-160
1038
$228K 0.01%
903
+65
1039
$228K 0.01%
2,103
-1,076
1040
$228K 0.01%
14,176
+1
1041
$227K 0.01%
6,000
1042
$227K 0.01%
3,795
-1,056
1043
$225K 0.01%
1,260
1044
$225K 0.01%
725
+9
1045
$224K 0.01%
5,062
-5,118
1046
$223K ﹤0.01%
2,970
+1,340
1047
$223K ﹤0.01%
861
+846
1048
$222K ﹤0.01%
10,550
+42
1049
$221K ﹤0.01%
5,510
+242
1050
$220K ﹤0.01%
6,290
-212
40 41
42
43 44