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
1576
$69K ﹤0.01%
+5,500
1577
$68K ﹤0.01%
1,426
+674
1578
$68K ﹤0.01%
1,135
+135
1579
$68K ﹤0.01%
2,253
+230
1580
$68K ﹤0.01%
4,703
-882
1581
$68K ﹤0.01%
1,552
1582
$68K ﹤0.01%
558
+13
1583
$68K ﹤0.01%
132
+99
1584
$68K ﹤0.01%
1,482
+182
1585
$68K ﹤0.01%
1,905
+185
1586
$67K ﹤0.01%
4,080
1587
$67K ﹤0.01%
950
+740
1588
$67K ﹤0.01%
1,274
+317
1589
$67K ﹤0.01%
7,609
1590
$67K ﹤0.01%
+4,722
1591
$67K ﹤0.01%
1,422
+133
1592
$67K ﹤0.01%
+494
1593
$66K ﹤0.01%
1,478
1594
$66K ﹤0.01%
226
+120
1595
$66K ﹤0.01%
1,640
1596
$66K ﹤0.01%
5,837
1597
$66K ﹤0.01%
1,201
+84
1598
$65K ﹤0.01%
4,812
1599
$65K ﹤0.01%
2,092
-1,086
1600
$64K ﹤0.01%
3,597
-2,815
62 63
64
65 66