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
1526
$76K ﹤0.01%
6,987
+700
1527
$76K ﹤0.01%
2,490
+2,195
1528
$76K ﹤0.01%
2,311
-1,775
1529
$76K ﹤0.01%
14,540
1530
$76K ﹤0.01%
829
+96
1531
$76K ﹤0.01%
1,625
1532
$75K ﹤0.01%
+12,905
1533
$75K ﹤0.01%
2,219
-2,352
1534
$75K ﹤0.01%
+12,700
1535
$75K ﹤0.01%
6,359
1536
$75K ﹤0.01%
5,188
1537
$75K ﹤0.01%
454
+200
1538
$74K ﹤0.01%
11,200
1539
$74K ﹤0.01%
5,052
1540
$74K ﹤0.01%
3,100
+2,100
1541
$73K ﹤0.01%
1,200
1542
$73K ﹤0.01%
4,089
+1,274
1543
$73K ﹤0.01%
400
+200
1544
$73K ﹤0.01%
1,146
+137
1545
$72K ﹤0.01%
1,120
+3
1546
$72K ﹤0.01%
1,170
+420
1547
$72K ﹤0.01%
3,467
+2,575
1548
$72K ﹤0.01%
1,528
+1,446
1549
$72K ﹤0.01%
1,384
+884
1550
$72K ﹤0.01%
1,149
+499
60 61
62
63 64