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
$4.94M0.16%32,963
+13,979
+74%
+$2.1M
$4.92M0.16%14,916
+1,999
+15%
+$659K
$4.9M0.16%72,340
+59,943
+484%
+$4.06M
$4.85M0.16%53,959
+42,110
+355%
+$3.78M
$4.77M0.15%70,077
-16,146
-19%
-$1.1M
$4.72M0.15%47,179 New
+$4.72M
$4.71M0.15%8,958
+485
+6%
+$255K
$4.69M0.15%29,185
-334
-1%
-$53.6K
$4.66M0.15%57,860
-184
-0.3%
-$14.8K
$4.65M0.15%93,277
+4,920
+6%
+$246K
$4.63M0.15%23,848
-6,989
-23%
-$1.36M
$4.51M0.14%8,258
+3,171
+62%
+$1.73M
$4.49M0.14%152,140
+4,793
+3%
+$142K
$4.49M0.14%32,134
+1,220
+4%
+$171K
$4.46M0.14%25,770
-1,261
-5%
-$218K
$4.45M0.14%40,276
+4,413
+12%
+$487K
$4.2M0.13%25,346
+2,388
+10%
+$396K
$4.18M0.13%22,235
+554
+3%
+$104K
$4.14M0.13%54,103
+53,626
+11,242%
+$4.1M
$4.11M0.13%113,210
-1,982
-2%
-$71.9K
$4.1M0.13%12,165
-18
-0.2%
-$6.07K
$4.07M0.13%196,487
+32,370
+20%
+$670K
$4.01M0.13%12,826
+1,037
+9%
+$324K
$3.9M0.12%19,738
-325
-2%
-$64.2K
$3.88M0.12%36,773
+798
+2%
+$84.3K
1 45678105