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
1501
$81K ﹤0.01%
2,000
-910
1502
$81K ﹤0.01%
6,930
1503
$80K ﹤0.01%
1,630
+230
1504
$80K ﹤0.01%
2,432
+40
1505
$80K ﹤0.01%
160
+60
1506
$80K ﹤0.01%
13,778
+12,324
1507
$80K ﹤0.01%
1,128
-59
1508
$80K ﹤0.01%
764
1509
$80K ﹤0.01%
4,989
1510
$79K ﹤0.01%
+3,118
1511
$79K ﹤0.01%
5,225
-1,000
1512
$79K ﹤0.01%
640
1513
$79K ﹤0.01%
256,479
+2,295
1514
$78K ﹤0.01%
3,049
1515
$78K ﹤0.01%
560
+19
1516
$78K ﹤0.01%
1,138
1517
$78K ﹤0.01%
2,388
+120
1518
$78K ﹤0.01%
10,480
1519
$78K ﹤0.01%
+4,450
1520
$78K ﹤0.01%
4,374
-4,692
1521
$77K ﹤0.01%
3,102
+2,160
1522
$77K ﹤0.01%
5,141
1523
$77K ﹤0.01%
1,046
+489
1524
$77K ﹤0.01%
2,919
1525
$77K ﹤0.01%
1,277
+12
59 60
61
62 63