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
1101
$196K ﹤0.01%
3,747
+2,159
1102
$195K ﹤0.01%
13,247
+1,950
1103
$195K ﹤0.01%
2,614
-166
1104
$194K ﹤0.01%
+12,009
1105
$194K ﹤0.01%
7,968
+38
1106
$194K ﹤0.01%
9,593
1107
$193K ﹤0.01%
+6,737
1108
$193K ﹤0.01%
1,193
+322
1109
$193K ﹤0.01%
1,257
+143
1110
$193K ﹤0.01%
12,326
+1,000
1111
$193K ﹤0.01%
6,625
+1,836
1112
$192K ﹤0.01%
2,161
-351
1113
$191K ﹤0.01%
1,892
-469
1114
$190K ﹤0.01%
3,252
-2,017
1115
$190K ﹤0.01%
2,750
1116
$190K ﹤0.01%
3,275
1117
$190K ﹤0.01%
6,024
+719
1118
$190K ﹤0.01%
299
+63
1119
$189K ﹤0.01%
648
+141
1120
$189K ﹤0.01%
282
-14
1121
$189K ﹤0.01%
5,812
-616
1122
$189K ﹤0.01%
3,850
-550
1123
$188K ﹤0.01%
12,390
+746
1124
$188K ﹤0.01%
8,600
1125
$188K ﹤0.01%
23,080
+6,800
43 44
45
46 47