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
1476
$86K ﹤0.01%
1,494
+128
1477
$86K ﹤0.01%
2,055
+1,886
1478
$85K ﹤0.01%
1,400
1479
$85K ﹤0.01%
1,802
+160
1480
$85K ﹤0.01%
1,005
+20
1481
$84K ﹤0.01%
2,408
+1,633
1482
$84K ﹤0.01%
1,583
-120
1483
$84K ﹤0.01%
5,806
-4,524
1484
$84K ﹤0.01%
+1,659
1485
$84K ﹤0.01%
1,645
-80
1486
$84K ﹤0.01%
1,500
-46
1487
$83K ﹤0.01%
1,308
+76
1488
$83K ﹤0.01%
3,060
1489
$83K ﹤0.01%
1,090
+990
1490
$83K ﹤0.01%
1,800
1491
$83K ﹤0.01%
3,334
-6,665
1492
$83K ﹤0.01%
1,257
+744
1493
$82K ﹤0.01%
3,936
1494
$82K ﹤0.01%
1,698
+800
1495
$82K ﹤0.01%
+860
1496
$82K ﹤0.01%
3,700
-9
1497
$81K ﹤0.01%
2,013
+1,952
1498
$81K ﹤0.01%
468
+9
1499
$81K ﹤0.01%
+750
1500
$81K ﹤0.01%
315
+40
58 59
60
61 62