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
1651
$57K ﹤0.01%
476
+416
1652
$57K ﹤0.01%
730
1653
$57K ﹤0.01%
2,507
+2,400
1654
$57K ﹤0.01%
412
1655
$57K ﹤0.01%
480
-13
1656
$57K ﹤0.01%
273
+237
1657
$57K ﹤0.01%
273
+116
1658
$57K ﹤0.01%
3,500
1659
$57K ﹤0.01%
814
-786
1660
$56K ﹤0.01%
1,038
+438
1661
$56K ﹤0.01%
1,370
+580
1662
$56K ﹤0.01%
335
1663
$56K ﹤0.01%
1,193
+591
1664
$56K ﹤0.01%
536
+288
1665
$56K ﹤0.01%
596
-80
1666
$56K ﹤0.01%
785
1667
$56K ﹤0.01%
726
+604
1668
$56K ﹤0.01%
3,096
-38,242
1669
$56K ﹤0.01%
729
+122
1670
$56K ﹤0.01%
5,780
-3,789
1671
$56K ﹤0.01%
2,794
+1,888
1672
$56K ﹤0.01%
3,775
+1,635
1673
$55K ﹤0.01%
412
+167
1674
$55K ﹤0.01%
303
+161
1675
$55K ﹤0.01%
1,848
+1,648
65 66
67
68 69