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
$35.9K﹤0.01% 3,500––
$35.8K﹤0.01% 815
+465
+133%
+$20.4K
$35.7K﹤0.01% 406
-206
-34%
-$18.1K
$35.7K﹤0.01% 615
+260
+73%
+$15.1K
$35.5K﹤0.01% 828
+243
+42%
+$10.4K
$35.5K﹤0.01% 467
-89
-16%
-$6.77K
$35.5K﹤0.01% 2,219
-26
-1%
-$416
$35.2K﹤0.01% 1,030––
$35.1K﹤0.01% 406
+50
+14%
+$4.32K
$35.1K﹤0.01% 383
-33
-8%
-$3.02K
$34.9K﹤0.01% 635
+25
+4%
+$1.38K
$34.7K﹤0.01% 493––
$34.7K﹤0.01% 4,482––
$34.6K﹤0.01% 622
+80
+15%
+$4.45K
$34.5K﹤0.01% 1,165
-1,533
-57%
-$45.4K
$34.5K﹤0.01% 276
-1,691
-86%
-$212K
$34.5K﹤0.01% 278
+161
+138%
+$20K
$34.5K﹤0.01% 763
+739
+3,079%
+$33.4K
$34.4K﹤0.01% 575––
$34.3K﹤0.01% 1,108
-336
-23%
-$10.4K
$34K﹤0.01% 2,702––
$34K﹤0.01% 3,048
-505
-14%
-$5.64K
$34K﹤0.01% 1,046
+1
+0.1%
+$33
$33.8K﹤0.01% 4,515
+245
+6%
+$1.84K
$33.7K﹤0.01% 6,006
-507
-8%
-$2.84K
1 5556575859105