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
126
$9.41M 0.21%
116,422
-643
127
$8.96M 0.2%
227,127
+63,940
128
$8.87M 0.2%
51,078
+8,453
129
$8.71M 0.19%
167,701
+28,518
130
$8.67M 0.19%
167,389
+75,828
131
$8.51M 0.19%
49,769
+15,719
132
$8.36M 0.19%
181,653
+2,255
133
$8.18M 0.18%
129,428
+15,566
134
$8.17M 0.18%
74,045
+2,854
135
$8.16M 0.18%
43,121
-35,031
136
$8.14M 0.18%
47,384
-1,642
137
$7.88M 0.17%
67,108
+16,620
138
$7.77M 0.17%
116,800
+8,550
139
$7.59M 0.17%
65,395
+6,693
140
$7.49M 0.17%
176,420
+9,676
141
$7.43M 0.17%
27,736
+4,878
142
$7.42M 0.16%
133,099
+11,673
143
$7.38M 0.16%
92,240
-2,123
144
$7.35M 0.16%
85,937
-9,772
145
$7.34M 0.16%
79,134
+3,396
146
$7.12M 0.16%
236,655
+5,418
147
$7.07M 0.16%
34,573
+566
148
$7.02M 0.16%
65,382
+973
149
$6.94M 0.15%
257,421
+215,061
150
$6.68M 0.15%
91,906
+349
4 5
6
7 8