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
$38.6K﹤0.01% 964
-91
-9%
-$3.65K
$38.6K﹤0.01% 3,753
-387
-9%
-$3.98K
$38.6K﹤0.01% 819
+44
+6%
+$2.08K
$38.6K﹤0.01% 219
+59
+37%
+$10.4K
$38.5K﹤0.01% 723
-21
-3%
-$1.12K
$38.4K﹤0.01% 563
-603
-52%
-$41.2K
$38.3K﹤0.01% 214
-440
-67%
-$78.7K
$38.2K﹤0.01% 457
+5
+1%
+$418
$38.1K﹤0.01% 4,460––
$38K﹤0.01% 99
+4
+4%
+$1.54K
$37.6K﹤0.01% 335
-2
-0.6%
-$225
$37.6K﹤0.01% 168
-92
-35%
-$20.6K
$37.6K﹤0.01% 715
-1
-0.1%
-$53
$37.4K﹤0.01% 21,020
+1,200
+6%
+$2.14K
$37.3K﹤0.01% 4,285
+10
+0.2%
+$87
$37.2K﹤0.01% 1,085––
$37.2K﹤0.01% 1,195
-954
-44%
-$29.7K
$37.1K﹤0.01% 1,163––
$37K﹤0.01% 443
-21
-5%
-$1.75K
$36.7K﹤0.01% 2,709
+310
+13%
+$4.19K
$36.5K﹤0.01% 1,650––
$36.4K﹤0.01% 2,685
+450
+20%
+$6.1K
$36.2K﹤0.01% 479––
$36.2K﹤0.01% 16,751
-7,300
-30%
-$15.8K
$36.1K﹤0.01% 3,143
+300
+11%
+$3.45K
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