SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
This Quarter Return
-2.07%
1 Year Return
+10.54%
3 Year Return
+33.73%
5 Year Return
–
10 Year Return
–
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$24.8M
Cap. Flow %
0.79%
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
848
Reduced
831
Closed
146

Top Buys

1
$22.3M
2
$10.1M
3
$8.54M
4
$8.33M
5
$7.06M

Top Sells

1
$25.1M
2
$18.3M
3
$12.9M
4
$7.48M
5
$6.69M

Sector Composition

1Technology14.8%
2Financials6.19%
3Consumer Discretionary5.29%
4Healthcare4.64%
5Communication Services4.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$84.3K﹤0.01% 1,756
-145
-8%
-$6.96K
$84.3K﹤0.01% 3,896
+481
+14%
+$10.4K
$84.1K﹤0.01% 4,146
+2,314
+126%
+$47K
$84.1K﹤0.01% 1,011
-202
-17%
-$16.8K
$84K﹤0.01% 2,237
-3,568
-61%
-$134K
$83.9K﹤0.01% 2,059
+133
+7%
+$5.42K
$83.7K﹤0.01% 5,624
-364
-6%
-$5.42K
$83.6K﹤0.01% 1,171––
$83.1K﹤0.01%
+1,007
 New
+$83.1K
$82.8K﹤0.01% 2,500––
$82.7K﹤0.01% 1,012
+196
+24%
+$16K
$82.7K﹤0.01% 3,105––
$82.6K﹤0.01% 1,140––
$82.1K﹤0.01% 4,938
-6,687
-58%
-$111K
$81.4K﹤0.01% 7,625
+2,440
+47%
+$26.1K
$81.2K﹤0.01% 1,600
-575
-26%
-$29.2K
$80.7K﹤0.01% 1,128––
$80.6K﹤0.01% 5,244
+250
+5%
+$3.84K
$80.5K﹤0.01% 441
-8
-2%
-$1.46K
$80.5K﹤0.01% 502
-9
-2%
-$1.44K
$80.4K﹤0.01% 665
-16
-2%
-$1.93K
$80.4K﹤0.01% 10,905
+340
+3%
+$2.51K
$80.2K﹤0.01% 7,000––
$79.9K﹤0.01% 7,000––
$79.3K﹤0.01% 864
-329
-28%
-$30.2K
1 4344454647105