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
1176
$165K ﹤0.01%
4,262
-3,576
1177
$165K ﹤0.01%
4,191
+40
1178
$165K ﹤0.01%
4,211
+636
1179
$164K ﹤0.01%
3,886
+3,786
1180
$164K ﹤0.01%
3,370
+2,471
1181
$164K ﹤0.01%
24,671
+24,446
1182
$163K ﹤0.01%
3,223
+3,163
1183
$162K ﹤0.01%
2,839
+1,840
1184
$162K ﹤0.01%
5,258
-4,393
1185
$162K ﹤0.01%
7,772
+98
1186
$162K ﹤0.01%
6,370
+70
1187
$162K ﹤0.01%
2,745
+293
1188
$162K ﹤0.01%
+4,600
1189
$161K ﹤0.01%
2,103
-1,140
1190
$161K ﹤0.01%
401
-49
1191
$161K ﹤0.01%
6,288
+10
1192
$161K ﹤0.01%
6,562
1193
$160K ﹤0.01%
11,766
1194
$160K ﹤0.01%
7,162
1195
$160K ﹤0.01%
3,602
-1,970
1196
$159K ﹤0.01%
5,661
+1
1197
$159K ﹤0.01%
+1,222
1198
$159K ﹤0.01%
+5,734
1199
$159K ﹤0.01%
1,507
+1,025
1200
$159K ﹤0.01%
656
+119
46 47
48
49 50