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
$19.1K﹤0.01% 424––
$19K﹤0.01% 887
+638
+256%
+$13.7K
$18.9K﹤0.01% 637
+437
+219%
+$13K
$18.9K﹤0.01% 127
+12
+10%
+$1.78K
$18.8K﹤0.01% 512
+141
+38%
+$5.19K
$18.8K﹤0.01% 149
-72
-33%
-$9.1K
$18.7K﹤0.01% 168
-73
-30%
-$8.14K
$18.5K﹤0.01% 512
-7
-1%
-$252
$18.4K﹤0.01%
+1,758
 New
+$18.4K
$18.3K﹤0.01% 2,096
-7
-0.3%
-$61
$18.2K﹤0.01% 114
+4
+4%
+$639
$18.2K﹤0.01% 221
+16
+8%
+$1.32K
$18.2K﹤0.01%
+3,325
 New
+$18.2K
$18.1K﹤0.01% 200
-401
-67%
-$36.4K
$18.1K﹤0.01% 579
+550
+1,897%
+$17.1K
$18K﹤0.01% 15
+2
+15%
+$2.4K
$18K﹤0.01% 50––
$18K﹤0.01% 987
-52
-5%
-$946
$17.9K﹤0.01% 114––
$17.7K﹤0.01% 264
+18
+7%
+$1.21K
$17.7K﹤0.01% 622
+122
+24%
+$3.47K
$17.6K﹤0.01% 2,634
-79
-3%
-$529
$17.6K﹤0.01% 200––
$17.6K﹤0.01% 169
+72
+74%
+$7.49K
$17.6K﹤0.01% 826
+609
+281%
+$12.9K
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