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
1676
$55K ﹤0.01%
1,979
-56
1677
$55K ﹤0.01%
1,122
+1
1678
$55K ﹤0.01%
17,839
+489
1679
$55K ﹤0.01%
4,795
+2,115
1680
$54K ﹤0.01%
3,546
1681
$54K ﹤0.01%
1,521
+26
1682
$54K ﹤0.01%
+1,470
1683
$54K ﹤0.01%
430
-430
1684
$54K ﹤0.01%
1,785
+955
1685
$54K ﹤0.01%
+1,439
1686
$54K ﹤0.01%
+2,188
1687
$54K ﹤0.01%
1,725
+1,622
1688
$54K ﹤0.01%
2,310
1689
$54K ﹤0.01%
+840
1690
$54K ﹤0.01%
1,258
+1,035
1691
$54K ﹤0.01%
91,940
+41,940
1692
$53K ﹤0.01%
1,752
-2,956
1693
$53K ﹤0.01%
975
-975
1694
$53K ﹤0.01%
3,820
+700
1695
$53K ﹤0.01%
758
1696
$53K ﹤0.01%
259
+1
1697
$53K ﹤0.01%
1,070
+967
1698
$53K ﹤0.01%
3,798
+1,098
1699
$53K ﹤0.01%
+11,000
1700
$53K ﹤0.01%
588
-92
66 67
68
69 70