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
1351
$113K ﹤0.01%
14,070
+13,336
1352
$113K ﹤0.01%
3,569
-696
1353
$113K ﹤0.01%
125,800
+107,800
1354
$113K ﹤0.01%
1,420
+655
1355
$113K ﹤0.01%
8,000
1356
$112K ﹤0.01%
5,119
+1,040
1357
$112K ﹤0.01%
+8,076
1358
$112K ﹤0.01%
2,600
+1,623
1359
$112K ﹤0.01%
2,880
+2,201
1360
$112K ﹤0.01%
8,625
1361
$112K ﹤0.01%
4,433
1362
$111K ﹤0.01%
2,505
+2,245
1363
$111K ﹤0.01%
+4,000
1364
$111K ﹤0.01%
6,638
-1,638
1365
$110K ﹤0.01%
+1,868
1366
$110K ﹤0.01%
6,060
1367
$110K ﹤0.01%
974
+274
1368
$110K ﹤0.01%
1,100
1369
$109K ﹤0.01%
1,155
-365
1370
$109K ﹤0.01%
+732
1371
$108K ﹤0.01%
4,724
+20
1372
$108K ﹤0.01%
42,278
+21,630
1373
$108K ﹤0.01%
+3,555
1374
$108K ﹤0.01%
713
+20
1375
$107K ﹤0.01%
+7,210
53 54
55
56 57