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
$69.2K﹤0.01% 1,361
+1
+0.1%
+$51
$69.1K﹤0.01%
+1,432
 New
+$69.1K
$68.8K﹤0.01% 859
+331
+63%
+$26.5K
$68.6K﹤0.01% 325
-8
-2%
-$1.69K
$68K﹤0.01% 543––
$67.7K﹤0.01% 1,281
+1
+0.1%
+$53
$67.1K﹤0.01% 980
-106
-10%
-$7.26K
$66.9K﹤0.01% 3,178
-4,098
-56%
-$86.3K
$66.6K﹤0.01% 1,294
+55
+4%
+$2.83K
$66.5K﹤0.01% 1,034
-5
-0.5%
-$322
$66.5K﹤0.01% 650
+620
+2,067%
+$63.5K
$66.3K﹤0.01% 2,294
+1,860
+429%
+$53.8K
$65.6K﹤0.01% 333
+35
+12%
+$6.89K
$64.9K﹤0.01% 989
-13
-1%
-$853
$64.7K﹤0.01% 24
+3
+14%
+$8.09K
$64.7K﹤0.01% 879
-173
-16%
-$12.7K
$64.6K﹤0.01% 558––
$64.4K﹤0.01% 704––
$64.2K﹤0.01%
+1,109
 New
+$64.2K
$64.2K﹤0.01% 277
+75
+37%
+$17.4K
$63.8K﹤0.01% 4,837––
$63.7K﹤0.01% 2,325
-12
-0.5%
-$329
$63.5K﹤0.01% 2,993––
$63.5K﹤0.01%
+2,675
 New
+$63.5K
$63.2K﹤0.01% 5,289
+128
+2%
+$1.53K
1 4647484950105