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
1226
$151K ﹤0.01%
4,100
+3,766
1227
$151K ﹤0.01%
9,025
+3,325
1228
$151K ﹤0.01%
2,151
-149
1229
$151K ﹤0.01%
3,289
-458
1230
$151K ﹤0.01%
500
+410
1231
$150K ﹤0.01%
8,800
+500
1232
$149K ﹤0.01%
2,450
-559
1233
$149K ﹤0.01%
1,842
-228
1234
$149K ﹤0.01%
10,000
1235
$148K ﹤0.01%
3,300
1236
$148K ﹤0.01%
10,000
1237
$148K ﹤0.01%
4,680
+10
1238
$148K ﹤0.01%
2,228
+804
1239
$147K ﹤0.01%
1,125
-225
1240
$147K ﹤0.01%
708
-175
1241
$146K ﹤0.01%
2,608
-2,739
1242
$146K ﹤0.01%
13,257
-25,800
1243
$146K ﹤0.01%
835
+19
1244
$146K ﹤0.01%
2,390
-34
1245
$145K ﹤0.01%
1,721
+21
1246
$144K ﹤0.01%
4,632
+210
1247
$144K ﹤0.01%
1,204
+49
1248
$144K ﹤0.01%
2,968
+959
1249
$144K ﹤0.01%
4,354
+762
1250
$143K ﹤0.01%
3,012
+5
48 49
50
51 52