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
1076
$206K ﹤0.01%
859
+199
1077
$205K ﹤0.01%
3,274
-2,900
1078
$204K ﹤0.01%
3,850
+10
1079
$204K ﹤0.01%
+1,711
1080
$204K ﹤0.01%
+3,020
1081
$203K ﹤0.01%
693
-305
1082
$203K ﹤0.01%
4,829
-661
1083
$203K ﹤0.01%
1,500
1084
$203K ﹤0.01%
+3,949
1085
$202K ﹤0.01%
1,186
1086
$202K ﹤0.01%
1,088
+16
1087
$201K ﹤0.01%
3,318
-3,396
1088
$201K ﹤0.01%
+3,227
1089
$201K ﹤0.01%
1,971
+115
1090
$201K ﹤0.01%
20,528
+3
1091
$200K ﹤0.01%
20,651
+3,151
1092
$200K ﹤0.01%
2,416
+608
1093
$199K ﹤0.01%
1,206
-49
1094
$199K ﹤0.01%
7,773
+5,567
1095
$198K ﹤0.01%
3,271
+836
1096
$198K ﹤0.01%
9,834
+1,695
1097
$198K ﹤0.01%
16,479
+7,420
1098
$198K ﹤0.01%
4,000
1099
$197K ﹤0.01%
18,994
+14,164
1100
$196K ﹤0.01%
+2,387
42 43
44
45 46