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
1426
$94K ﹤0.01%
5,323
+283
1427
$93K ﹤0.01%
792
-4
1428
$93K ﹤0.01%
3,217
+1,266
1429
$93K ﹤0.01%
800
1430
$93K ﹤0.01%
2,891
1431
$93K ﹤0.01%
836
1432
$93K ﹤0.01%
+6,135
1433
$92K ﹤0.01%
3,823
+3,692
1434
$92K ﹤0.01%
285
+229
1435
$92K ﹤0.01%
+9,000
1436
$92K ﹤0.01%
+425
1437
$92K ﹤0.01%
2,500
+1,814
1438
$91K ﹤0.01%
407
+120
1439
$91K ﹤0.01%
3,226
1440
$91K ﹤0.01%
2,948
-876
1441
$91K ﹤0.01%
3,200
+2,500
1442
$90K ﹤0.01%
56,000
-5,000
1443
$90K ﹤0.01%
+950
1444
$90K ﹤0.01%
3,000
-1,870
1445
$90K ﹤0.01%
2,485
-145
1446
$89K ﹤0.01%
707
1447
$89K ﹤0.01%
366
+71
1448
$89K ﹤0.01%
7,647
+10
1449
$89K ﹤0.01%
2,726
-214
1450
$89K ﹤0.01%
1,335
+6
56 57
58
59 60