SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
This Quarter Return
-2.07%
1 Year Return
+10.54%
3 Year Return
+33.73%
5 Year Return
–
10 Year Return
–
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$24.8M
Cap. Flow %
0.79%
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
848
Reduced
831
Closed
146

Top Buys

1
$22.3M
2
$10.1M
3
$8.54M
4
$8.33M
5
$7.06M

Top Sells

1
$25.1M
2
$18.3M
3
$12.9M
4
$7.48M
5
$6.69M

Sector Composition

1Technology14.8%
2Financials6.19%
3Consumer Discretionary5.29%
4Healthcare4.64%
5Communication Services4.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$47.7K﹤0.01% 1,786––
$47.6K﹤0.01% 2,267––
$47.4K﹤0.01% 478
+25
+6%
+$2.48K
$47.4K﹤0.01% 202
-1
-0.5%
-$234
$47K﹤0.01% 4,820
+1,210
+34%
+$11.8K
$47K﹤0.01% 4,000––
$46.8K﹤0.01% 504
+3
+0.6%
+$278
$46.7K﹤0.01% 306
-73
-19%
-$11.2K
$46.6K﹤0.01%
+805
 New
+$46.6K
$46.4K﹤0.01% 1,281
+1,139
+802%
+$41.3K
$46.3K﹤0.01% 1,004
-64
-6%
-$2.95K
$46.3K﹤0.01% 8,320
+40
+0.5%
+$222
$46.1K﹤0.01% 756
+4
+0.5%
+$244
$45.8K﹤0.01% 476
-1,716
-78%
-$165K
$45.8K﹤0.01% 137
+3
+2%
+$1K
$45.7K﹤0.01% 4,080
-1,211
-23%
-$13.6K
$45.6K﹤0.01% 373
+3
+0.8%
+$367
$45.5K﹤0.01% 352
-4,625
-93%
-$598K
$45.4K﹤0.01% 999––
$45.2K﹤0.01% 924––
$45.2K﹤0.01% 363
-7
-2%
-$871
$45.1K﹤0.01% 1,205––
$44.6K﹤0.01% 2,845
+1,330
+88%
+$20.9K
$44.5K﹤0.01% 1,595––
$44.3K﹤0.01% 139
-16
-10%
-$5.09K
1 5152535455105