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
1201
$158K ﹤0.01%
+2,776
1202
$158K ﹤0.01%
2,192
1203
$158K ﹤0.01%
6,501
-6,554
1204
$158K ﹤0.01%
+7,532
1205
$158K ﹤0.01%
1,786
+60
1206
$157K ﹤0.01%
413
+388
1207
$157K ﹤0.01%
2,593
+908
1208
$157K ﹤0.01%
93,118
+17,703
1209
$156K ﹤0.01%
2,397
-1,976
1210
$156K ﹤0.01%
1,225
1211
$155K ﹤0.01%
+13,845
1212
$155K ﹤0.01%
12,331
1213
$155K ﹤0.01%
6,289
+1,218
1214
$155K ﹤0.01%
3,136
+2,643
1215
$154K ﹤0.01%
4,712
+4,011
1216
$154K ﹤0.01%
7,080
+6,508
1217
$154K ﹤0.01%
3,674
1218
$154K ﹤0.01%
3,110
+119
1219
$154K ﹤0.01%
1,604
+740
1220
$153K ﹤0.01%
+1,975
1221
$153K ﹤0.01%
23,300
+1,300
1222
$153K ﹤0.01%
1,116
-119
1223
$153K ﹤0.01%
8,325
1224
$152K ﹤0.01%
3,616
-4,049
1225
$152K ﹤0.01%
6,833
+5,350
47 48
49
50 51