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
1276
$136K ﹤0.01%
2,675
+8
1277
$136K ﹤0.01%
+700
1278
$135K ﹤0.01%
594
+33
1279
$135K ﹤0.01%
807
+339
1280
$135K ﹤0.01%
5,700
1281
$135K ﹤0.01%
1,161
+1
1282
$135K ﹤0.01%
2,691
-109
1283
$134K ﹤0.01%
+1,965
1284
$133K ﹤0.01%
4,773
-10,055
1285
$133K ﹤0.01%
948
1286
$133K ﹤0.01%
8,160
+42
1287
$133K ﹤0.01%
2,400
1288
$132K ﹤0.01%
375
+341
1289
$132K ﹤0.01%
4,340
1290
$132K ﹤0.01%
398
-14
1291
$131K ﹤0.01%
+392
1292
$131K ﹤0.01%
2,247
-1,598
1293
$131K ﹤0.01%
589
+91
1294
$130K ﹤0.01%
+7,780
1295
$130K ﹤0.01%
1,011
+474
1296
$130K ﹤0.01%
1,827
+154
1297
$130K ﹤0.01%
18,508
+1,210
1298
$130K ﹤0.01%
242
+22
1299
$129K ﹤0.01%
1,385
-164
1300
$129K ﹤0.01%
1,476
-609
50 51
52
53 54