SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$35.9M
Cap. Flow %
1.15%
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

1Technology14.88%
2Financials6.19%
3Consumer Discretionary5.26%
4Healthcare4.64%
5Communication Services4.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$35.9K0%3,500 ––
$35.8K0%815
+465
+133%
+$20.4K
$35.7K0%406
-206
-34%
-$18.1K
$35.7K0%615
+260
+73%
+$15.1K
$35.5K0%828
+243
+42%
+$10.4K
$35.5K0%467
-89
-16%
-$6.77K
$35.5K0%2,219
-26
-1%
-$416
$35.2K0%1,030 ––
$35.1K0%406
+50
+14%
+$4.32K
$35.1K0%383
-33
-8%
-$3.02K
$34.9K0%635
+25
+4%
+$1.38K
$34.7K0%493 ––
$34.7K0%4,482 ––
$34.6K0%622
+80
+15%
+$4.45K
$34.5K0%1,165
-1,533
-57%
-$45.4K
$34.5K0%276
-1,691
-86%
-$212K
$34.5K0%278
+161
+138%
+$20K
$34.5K0%763
+739
+3,079%
+$33.4K
$34.4K0%575 ––
$34.3K0%1,108
-336
-23%
-$10.4K
$34K0%2,702 ––
$34K0%3,048
-505
-14%
-$5.64K
$34K0%1,046
+1
+0.1%
+$33
$33.8K0%4,515
+245
+6%
+$1.84K
$33.7K0%6,006
-507
-8%
-$2.84K
1 5556575859105