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
1401
$101K ﹤0.01%
3,118
+1,562
1402
$101K ﹤0.01%
19,417
1403
$101K ﹤0.01%
847
+211
1404
$101K ﹤0.01%
2,747
1405
$100K ﹤0.01%
2,566
1406
$100K ﹤0.01%
4,105
+3,398
1407
$100K ﹤0.01%
3,461
-1,681
1408
$99K ﹤0.01%
9,017
+1,288
1409
$99K ﹤0.01%
6,302
+817
1410
$99K ﹤0.01%
1,220
+1,100
1411
$99K ﹤0.01%
+3,100
1412
$98K ﹤0.01%
+400
1413
$98K ﹤0.01%
2,050
+1,832
1414
$97K ﹤0.01%
6,566
-275
1415
$97K ﹤0.01%
1,795
+835
1416
$97K ﹤0.01%
562
+116
1417
$97K ﹤0.01%
3,063
+152
1418
$97K ﹤0.01%
1,320
-1,320
1419
$96K ﹤0.01%
5,423
-8,154
1420
$96K ﹤0.01%
5,706
+9
1421
$96K ﹤0.01%
731
+463
1422
$95K ﹤0.01%
+5,478
1423
$95K ﹤0.01%
2,834
+140
1424
$95K ﹤0.01%
464
+212
1425
$94K ﹤0.01%
1,106
55 56
57
58 59