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
$79.1K﹤0.01% 1,634
-1,706
-51%
-$82.6K
$79K﹤0.01% 1,507––
$78.7K﹤0.01% 3,098
-137
-4%
-$3.48K
$78.7K﹤0.01% 1,000––
$78.2K﹤0.01% 7,838
+60
+0.8%
+$599
$78K﹤0.01% 1,444
-57
-4%
-$3.08K
$78K﹤0.01% 3,990
-20,940
-84%
-$409K
$77.9K﹤0.01% 933
-295
-24%
-$24.6K
$77.9K﹤0.01% 2,156
+118
+6%
+$4.26K
$77.6K﹤0.01% 32,057
+19,392
+153%
+$46.9K
$77.3K﹤0.01% 7,930
+1,360
+21%
+$13.3K
$77.1K﹤0.01% 3,968
-630
-14%
-$12.2K
$76.9K﹤0.01% 5,444
+157
+3%
+$2.22K
$76.8K﹤0.01% 2,363––
$76.8K﹤0.01% 881––
$76.7K﹤0.01% 376
+27
+8%
+$5.51K
$76.5K﹤0.01% 6,695
-200
-3%
-$2.28K
$76.4K﹤0.01% 12,464––
$76.2K﹤0.01% 950
+1
+0.1%
+$80
$75.8K﹤0.01% 1,320
+492
+59%
+$28.3K
$75.5K﹤0.01% 661
+30
+5%
+$3.43K
$75.2K﹤0.01% 544
-1,891
-78%
-$262K
$75.2K﹤0.01% 2,923––
$75.2K﹤0.01% 4,100
+1,840
+81%
+$33.7K
$75K﹤0.01% 865––
1 4445464748105