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
1451
$89K ﹤0.01%
+1,505
1452
$88K ﹤0.01%
1,663
-24
1453
$88K ﹤0.01%
4,249
+727
1454
$88K ﹤0.01%
2,099
1455
$88K ﹤0.01%
3,457
+441
1456
$88K ﹤0.01%
1,201
1457
$87K ﹤0.01%
787
+30
1458
$87K ﹤0.01%
1,267
+968
1459
$87K ﹤0.01%
1,282
+721
1460
$87K ﹤0.01%
754
+17
1461
$87K ﹤0.01%
4,597
+1,000
1462
$87K ﹤0.01%
2,375
-150
1463
$87K ﹤0.01%
22
1464
$87K ﹤0.01%
4,700
1465
$87K ﹤0.01%
5,690
+4,590
1466
$86K ﹤0.01%
316
+134
1467
$86K ﹤0.01%
3,191
+2,417
1468
$86K ﹤0.01%
829
-372
1469
$86K ﹤0.01%
1,150
+44
1470
$86K ﹤0.01%
3,127
+2,327
1471
$86K ﹤0.01%
+633
1472
$86K ﹤0.01%
5,367
+4,867
1473
$86K ﹤0.01%
565
+508
1474
$86K ﹤0.01%
466
+405
1475
$86K ﹤0.01%
+859
57 58
59
60 61