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
1151
$174K ﹤0.01%
8,948
-14,392
1152
$174K ﹤0.01%
6,309
+1,006
1153
$174K ﹤0.01%
+1,696
1154
$174K ﹤0.01%
+933
1155
$173K ﹤0.01%
7,690
+6,490
1156
$172K ﹤0.01%
+9,800
1157
$172K ﹤0.01%
1,595
+211
1158
$172K ﹤0.01%
2,114
-814
1159
$172K ﹤0.01%
3,584
+3,000
1160
$171K ﹤0.01%
1,960
+1,057
1161
$171K ﹤0.01%
319
+234
1162
$171K ﹤0.01%
2,133
+9
1163
$170K ﹤0.01%
1,886
-50
1164
$170K ﹤0.01%
17,635
+391
1165
$169K ﹤0.01%
679
-67
1166
$169K ﹤0.01%
2,353
-1,013
1167
$169K ﹤0.01%
2,538
+1,488
1168
$168K ﹤0.01%
4,462
+3,771
1169
$168K ﹤0.01%
14,337
+619
1170
$167K ﹤0.01%
3,215
-352
1171
$166K ﹤0.01%
1,254
+1,092
1172
$166K ﹤0.01%
10,294
+3,512
1173
$166K ﹤0.01%
5,449
+2,473
1174
$166K ﹤0.01%
4,375
-3,602
1175
$166K ﹤0.01%
1,864
-6,157
45 46
47
48 49