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
1551
$72K ﹤0.01%
5,540
+80
1552
$72K ﹤0.01%
698
+358
1553
$71K ﹤0.01%
1,000
1554
$71K ﹤0.01%
4,258
+3,641
1555
$71K ﹤0.01%
265
+3
1556
$71K ﹤0.01%
+4,800
1557
$71K ﹤0.01%
+1,700
1558
$70K ﹤0.01%
1,087
-101
1559
$70K ﹤0.01%
555
+12
1560
$70K ﹤0.01%
945
+34
1561
$70K ﹤0.01%
6,107
1562
$70K ﹤0.01%
954
+8
1563
$70K ﹤0.01%
1,166
+164
1564
$70K ﹤0.01%
15,060
1565
$69K ﹤0.01%
+1,053
1566
$69K ﹤0.01%
2,065
1567
– –
0
1568
$69K ﹤0.01%
1,326
-11
1569
$69K ﹤0.01%
8,200
1570
$69K ﹤0.01%
269
+158
1571
$69K ﹤0.01%
1,372
+146
1572
$69K ﹤0.01%
911
+305
1573
$69K ﹤0.01%
1,228
1574
$69K ﹤0.01%
1,866
-3,586
1575
$69K ﹤0.01%
519
+492
61 62
63
64 65