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
101
$13M 0.29%
109,853
+6,070
102
$12.8M 0.28%
92,117
+1,732
103
$12.4M 0.28%
80,263
-54,297
104
$12.3M 0.27%
125,717
+12,877
105
$12M 0.27%
25,425
+21,442
106
$12M 0.27%
110,445
+6,002
107
$11.7M 0.26%
131,924
+3,608
108
$11.7M 0.26%
33,315
+2,404
109
$11.5M 0.25%
85,481
+2,096
110
$11.4M 0.25%
143,784
+757
111
$11.2M 0.25%
161,654
+356
112
$11.1M 0.25%
43,789
+4,490
113
$11.1M 0.25%
16,791
+306
114
$10.8M 0.24%
214,346
+13,138
115
$10.4M 0.23%
76,899
+11,214
116
$10.4M 0.23%
4,957
+2,904
117
$10.4M 0.23%
18,356
+976
118
$10.4M 0.23%
62,650
+7,174
119
$10.3M 0.23%
23,518
+3,281
120
$10.2M 0.23%
125,534
-2,306
121
$10M 0.22%
283,555
+658
122
$9.85M 0.22%
39,728
+6,184
123
$9.76M 0.22%
75,288
+31,738
124
$9.51M 0.21%
85,592
+50,912
125
$9.49M 0.21%
39,314
+4,046
3 4
5
6 7