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
1376
$107K ﹤0.01%
11,633
+300
1377
$107K ﹤0.01%
2,700
+2,063
1378
$107K ﹤0.01%
1,129
-155
1379
$105K ﹤0.01%
1,358
+335
1380
$105K ﹤0.01%
2,634
+128
1381
$105K ﹤0.01%
3,800
-2,100
1382
$105K ﹤0.01%
+3,800
1383
$105K ﹤0.01%
308
-15
1384
$105K ﹤0.01%
208
-238
1385
$104K ﹤0.01%
892
+760
1386
$104K ﹤0.01%
3,940
+338
1387
$104K ﹤0.01%
1,576
+456
1388
$104K ﹤0.01%
1,399
-74
1389
$104K ﹤0.01%
5,413
1390
$104K ﹤0.01%
2,851
+2,793
1391
$104K ﹤0.01%
7,743
1392
$103K ﹤0.01%
11,991
+11,891
1393
$103K ﹤0.01%
+1,000
1394
$103K ﹤0.01%
1,070
-142
1395
$103K ﹤0.01%
2,505
-345
1396
$102K ﹤0.01%
694
+154
1397
$102K ﹤0.01%
776
+355
1398
$101K ﹤0.01%
836
1399
$101K ﹤0.01%
1,531
+9
1400
$101K ﹤0.01%
1,800
54 55
56
57 58