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
1126
$187K ﹤0.01%
6,841
1127
$186K ﹤0.01%
10,730
-7,280
1128
$186K ﹤0.01%
3,796
+512
1129
$184K ﹤0.01%
1,825
+665
1130
$184K ﹤0.01%
4,344
+1,692
1131
$184K ﹤0.01%
1,959
-273
1132
$182K ﹤0.01%
1,900
+1,200
1133
$182K ﹤0.01%
3,387
-3,187
1134
$181K ﹤0.01%
+10,000
1135
$181K ﹤0.01%
1,562
-67
1136
$181K ﹤0.01%
3,766
+270
1137
$181K ﹤0.01%
+3,156
1138
$180K ﹤0.01%
100
+75
1139
$180K ﹤0.01%
2,631
+1,339
1140
$179K ﹤0.01%
29,041
+5,254
1141
$179K ﹤0.01%
3,252
+1,557
1142
$179K ﹤0.01%
1,695
-1,396
1143
$178K ﹤0.01%
+551
1144
$177K ﹤0.01%
1,134
-74
1145
$177K ﹤0.01%
3,462
+379
1146
$176K ﹤0.01%
5,137
+3,382
1147
$175K ﹤0.01%
4,121
+1,550
1148
$175K ﹤0.01%
1,499
+126
1149
$175K ﹤0.01%
+15,051
1150
$175K ﹤0.01%
1,851
+302
44 45
46
47 48