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
1251
$142K ﹤0.01%
5,345
+4,600
1252
$142K ﹤0.01%
3,070
1253
$142K ﹤0.01%
4,283
+805
1254
$142K ﹤0.01%
6,711
+2,338
1255
$142K ﹤0.01%
5,970
+3,449
1256
$142K ﹤0.01%
3,019
+19
1257
$141K ﹤0.01%
8,213
+210
1258
$141K ﹤0.01%
7,285
1259
$141K ﹤0.01%
934
-67,718
1260
$141K ﹤0.01%
15,142
-2,089
1261
$141K ﹤0.01%
1,375
+1,114
1262
$141K ﹤0.01%
7,821
+776
1263
$140K ﹤0.01%
+7,179
1264
$140K ﹤0.01%
1,293
+398
1265
$140K ﹤0.01%
3,088
-2,358
1266
$140K ﹤0.01%
+55,125
1267
$139K ﹤0.01%
+3,942
1268
$139K ﹤0.01%
5,617
+4,693
1269
$139K ﹤0.01%
1,900
1270
$138K ﹤0.01%
293
+1
1271
$138K ﹤0.01%
1,375
+134
1272
$138K ﹤0.01%
896
+69
1273
$138K ﹤0.01%
2,041
+91
1274
$137K ﹤0.01%
2,633
+68
1275
$137K ﹤0.01%
1,624
+238
49 50
51
52 53