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
$33.5K﹤0.01% 148
+29
+24%
+$6.56K
$33.4K﹤0.01% 1,125
+100
+10%
+$2.97K
$33.3K﹤0.01% 1,425––
$33.3K﹤0.01%
+1,000
 New
+$33.3K
$33.2K﹤0.01% 419
-51
-11%
-$4.05K
$33.2K﹤0.01%
+2,250
 New
+$33.2K
$33.2K﹤0.01% 1,317––
$33.1K﹤0.01% 100––
$33K﹤0.01% 391
-9
-2%
-$759
$33K﹤0.01% 276
-87
-24%
-$10.4K
$32.9K﹤0.01% 834
+312
+60%
+$12.3K
$32.9K﹤0.01% 2,115
+2,000
+1,739%
+$31.1K
$32.8K﹤0.01% 822
-584
-42%
-$23.3K
$32.8K﹤0.01% 1,879
+20
+1%
+$349
$32.6K﹤0.01% 450––
$32.6K﹤0.01% 310
-2,080
-87%
-$219K
$32.6K﹤0.01% 982––
$32.6K﹤0.01% 56
+1
+2%
+$581
$32.5K﹤0.01% 2,335
-1,000
-30%
-$13.9K
$32.5K﹤0.01% 1,629
-1,476
-48%
-$29.4K
$32.4K﹤0.01% 5,770
+200
+4%
+$1.12K
$32.3K﹤0.01% 2,268––
$32.2K﹤0.01% 343
+43
+14%
+$4.04K
$32.2K﹤0.01% 132
-19
-13%
-$4.63K
$31.7K﹤0.01% 1,054
+8
+0.8%
+$241
1 5657585960105