SWM
Spire Wealth Management Portfolio holdings
AUM $3.12B
AUM
$3.12B
AUM Growth
-$96.2M (-3%)
Cap. Flow
+$35.9M
Cap. Flow % of AUM
1.15%
Top 10 Holdings %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
| 1 | Technology | 14.88% |
| 2 | Financials | 6.19% |
| 3 | Consumer Discretionary | 5.26% |
| 4 | Healthcare | 4.64% |
| 5 | Communication Services | 4.23% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $23.8K | 0% | 2,000 | – | – | |||
| $23.7K | 0% | 663 +30 | +5% | +$1.08K | |||
| $23.7K | 0% | 610 | – | – | |||
| $23.7K | 0% | 292 -33 | -10% | -$2.67K | |||
| $23.5K | 0% | 171 +45 | +36% | +$6.17K | |||
| $23.4K | 0% | 327 -80 | -20% | -$5.73K | |||
| $23.4K | 0% | 47 +5 | +12% | +$2.49K | |||
| $23.2K | 0% | 252 -9,723 | -97% | -$894K | |||
| $23.2K | 0% | 1,035 | – | – | |||
| $23.1K | 0% | 1,029 +9 | +0.9% | +$202 | |||
| $22.9K | 0% | 767 +167 | +28% | +$4.99K | |||
| $22.9K | 0% | 400 +200 | +100% | +$11.4K | |||
| $22.8K | 0% | 900 +400 | +80% | +$10.1K | |||
| $22.8K | 0% | 358 +142 | +66% | +$9.03K | |||
| $22.8K | 0% | 1,200 +157 | +15% | +$2.98K | |||
| $22.7K | 0% | 1,860 | – | – | |||
| $22.7K | 0% | 230 +200 | +667% | +$19.8K | |||
| $22.7K | 0% | 2,645 | – | – | |||
| $22.7K | 0% | 1,200 | New | +$22.7K | |||
| $22.7K | 0% | 700 | – | – | |||
| $22.6K | 0% | 272 | – | – | |||
| $22.5K | 0% | 490 -126 | -20% | -$5.79K | |||
| $22.5K | 0% | 114 | – | – | |||
| $22.5K | 0% | 479 -452 | -49% | -$21.2K | |||
| $22.5K | 0% | 488 -88 | -15% | -$4.05K |
