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
1301
$129K ﹤0.01%
1,202
+52
1302
$128K ﹤0.01%
+1,430
1303
$127K ﹤0.01%
26,880
+264
1304
$127K ﹤0.01%
12,522
+26
1305
$127K ﹤0.01%
708
+170
1306
$126K ﹤0.01%
2,772
+1,572
1307
$126K ﹤0.01%
2,258
-42
1308
$126K ﹤0.01%
341
+18
1309
$126K ﹤0.01%
9,294
1310
$125K ﹤0.01%
3,166
-1,170
1311
$125K ﹤0.01%
15,617
-133
1312
$123K ﹤0.01%
1,228
1313
$123K ﹤0.01%
754
+514
1314
$123K ﹤0.01%
3,287
+2,141
1315
$122K ﹤0.01%
1,388
+947
1316
$122K ﹤0.01%
+4,230
1317
$122K ﹤0.01%
2,175
1318
$121K ﹤0.01%
1,607
+627
1319
$121K ﹤0.01%
792
+126
1320
$120K ﹤0.01%
4,565
+4,500
1321
$120K ﹤0.01%
14,900
+525
1322
$120K ﹤0.01%
+1,771
1323
$120K ﹤0.01%
1,155
+78
1324
$119K ﹤0.01%
3,886
+2,786
1325
$119K ﹤0.01%
5,980
+1,024
51 52
53
54 55