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
1626
$60K ﹤0.01%
15,047
+7,685
1627
$60K ﹤0.01%
+10,125
1628
$60K ﹤0.01%
1,408
+88
1629
$60K ﹤0.01%
2,831
+720
1630
$60K ﹤0.01%
4,751
+725
1631
$60K ﹤0.01%
114
+34
1632
$59K ﹤0.01%
270
+147
1633
$59K ﹤0.01%
514
+19
1634
$59K ﹤0.01%
1,202
-2,243
1635
$59K ﹤0.01%
1,267
+967
1636
$59K ﹤0.01%
3,417
+60
1637
$59K ﹤0.01%
1,842
+151
1638
$59K ﹤0.01%
874
+500
1639
$59K ﹤0.01%
+678
1640
$59K ﹤0.01%
+3,976
1641
$58K ﹤0.01%
680
+157
1642
$58K ﹤0.01%
1,356
+500
1643
$58K ﹤0.01%
538
1644
$58K ﹤0.01%
2,202
+862
1645
$58K ﹤0.01%
2,730
1646
$58K ﹤0.01%
900
1647
$58K ﹤0.01%
149
+7
1648
$58K ﹤0.01%
357
+300
1649
$58K ﹤0.01%
4,112
+2,166
1650
$58K ﹤0.01%
1,656
64 65
66
67 68