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
1051
$220K ﹤0.01%
4,500
-4,500
1052
$220K ﹤0.01%
24,316
+165
1053
$219K ﹤0.01%
1,920
+308
1054
$219K ﹤0.01%
1,932
-186
1055
$219K ﹤0.01%
20,330
+500
1056
$218K ﹤0.01%
6,305
1057
$218K ﹤0.01%
12,415
-15
1058
$216K ﹤0.01%
3,130
+199
1059
$215K ﹤0.01%
4,157
+995
1060
$215K ﹤0.01%
1,274
+65
1061
$215K ﹤0.01%
4,118
1062
$214K ﹤0.01%
11,924
-285
1063
$214K ﹤0.01%
13,402
+6,582
1064
$213K ﹤0.01%
1,522
+394
1065
$213K ﹤0.01%
2,894
+2,678
1066
$212K ﹤0.01%
9,830
-120
1067
$211K ﹤0.01%
3,871
+3,328
1068
$211K ﹤0.01%
14,236
-17,064
1069
$211K ﹤0.01%
2,893
-209
1070
$210K ﹤0.01%
2,500
-763
1071
$208K ﹤0.01%
2,769
-1,276
1072
$207K ﹤0.01%
1,915
+339
1073
$207K ﹤0.01%
2,330
+62
1074
$207K ﹤0.01%
5,846
-5,846
1075
$206K ﹤0.01%
7,750
-300
41 42
43
44 45