SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
This Quarter Return
-2.07%
1 Year Return
+10.54%
3 Year Return
+33.73%
5 Year Return
–
10 Year Return
–
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$24.8M
Cap. Flow %
0.79%
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

1Technology14.8%
2Financials6.19%
3Consumer Discretionary5.29%
4Healthcare4.64%
5Communication Services4.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$20.7K﹤0.01% 283
-816
-74%
-$59.7K
$20.7K﹤0.01%
+518
 New
+$20.7K
$20.6K﹤0.01% 1,489
+1,400
+1,573%
+$19.3K
$20.5K﹤0.01% 334
+168
+101%
+$10.3K
$20.4K﹤0.01%
+1,737
 New
+$20.4K
$20.4K﹤0.01% 1,205––
$20.2K﹤0.01% 644
-133
-17%
-$4.18K
$20.1K﹤0.01% 438
-493
-53%
-$22.6K
$20.1K﹤0.01% 928––
$20.1K﹤0.01% 313
-91
-23%
-$5.83K
$20K﹤0.01% 228
-208,746
-100%
-$18.3M
$20K﹤0.01% 46
+40
+667%
+$17.4K
$19.9K﹤0.01% 162
+1
+0.6%
+$123
$19.8K﹤0.01% 333
-418
-56%
-$24.9K
$19.8K﹤0.01% 1,625
+1,040
+178%
+$12.6K
$19.7K﹤0.01% 251
-2,166
-90%
-$170K
$19.6K﹤0.01% 215––
$19.6K﹤0.01% 1,210
+165
+16%
+$2.67K
$19.6K﹤0.01% 56
+3
+6%
+$1.05K
$19.5K﹤0.01% 640
+500
+357%
+$15.2K
$19.5K﹤0.01% 1,890––
$19.4K﹤0.01% 2,400
+400
+20%
+$3.24K
$19.3K﹤0.01% 126––
$19.2K﹤0.01% 124
-4
-3%
-$620
$19.2K﹤0.01% 373
+230
+161%
+$11.8K
1 6364656667105