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
1601
$64K ﹤0.01%
+2,800
1602
$64K ﹤0.01%
945
+294
1603
$64K ﹤0.01%
4,200
1604
$64K ﹤0.01%
+998
1605
$63K ﹤0.01%
1,136
1606
$63K ﹤0.01%
1,186
1607
$63K ﹤0.01%
1,806
-696
1608
$63K ﹤0.01%
1,412
-725
1609
$63K ﹤0.01%
2,300
+803
1610
$63K ﹤0.01%
491
+57
1611
$63K ﹤0.01%
6,596
+481
1612
$62K ﹤0.01%
828
1613
$62K ﹤0.01%
+4,139
1614
$62K ﹤0.01%
622
+456
1615
$62K ﹤0.01%
12,782
1616
$61K ﹤0.01%
4,962
+2,722
1617
$61K ﹤0.01%
2,162
+1,526
1618
$61K ﹤0.01%
+1,061
1619
$61K ﹤0.01%
379
+220
1620
$61K ﹤0.01%
628
-16
1621
$61K ﹤0.01%
+6,000
1622
$60K ﹤0.01%
632
+539
1623
$60K ﹤0.01%
1,616
-218
1624
$60K ﹤0.01%
2,863
+238
1625
$60K ﹤0.01%
+3,000
63 64
65
66 67