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
1326
$119K ﹤0.01%
4,754
+6
1327
$119K ﹤0.01%
4,009
-116
1328
$118K ﹤0.01%
7,436
-338
1329
$118K ﹤0.01%
445
+112
1330
$118K ﹤0.01%
9,178
1331
$118K ﹤0.01%
8,475
1332
$117K ﹤0.01%
+6,809
1333
$117K ﹤0.01%
1,533
-197
1334
$117K ﹤0.01%
2,098
1335
$117K ﹤0.01%
2,200
1336
$116K ﹤0.01%
1,783
+529
1337
$116K ﹤0.01%
7,706
-3,334
1338
$116K ﹤0.01%
2,000
-228
1339
$116K ﹤0.01%
3,207
+3,108
1340
$115K ﹤0.01%
8,789
+1,951
1341
$115K ﹤0.01%
1,713
-307
1342
$115K ﹤0.01%
+2,710
1343
$115K ﹤0.01%
9,536
1344
$115K ﹤0.01%
7,632
+934
1345
$114K ﹤0.01%
1,135
+95
1346
$114K ﹤0.01%
4,084
-122
1347
$114K ﹤0.01%
1,378
-128
1348
$114K ﹤0.01%
+23,727
1349
$114K ﹤0.01%
3,530
+2,580
1350
$113K ﹤0.01%
11,350
52 53
54
55 56