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
1701
$52K ﹤0.01%
198
-12
1702
$52K ﹤0.01%
2,300
+600
1703
$52K ﹤0.01%
2,147
+690
1704
$52K ﹤0.01%
2,045
-180
1705
$52K ﹤0.01%
1,526
-4,766
1706
$52K ﹤0.01%
4,281
+1
1707
$52K ﹤0.01%
398
1708
$52K ﹤0.01%
20
+7
1709
$52K ﹤0.01%
3,526
+3,438
1710
$52K ﹤0.01%
+580
1711
$52K ﹤0.01%
859
+299
1712
$52K ﹤0.01%
+1,000
1713
$52K ﹤0.01%
469
1714
$51K ﹤0.01%
2,100
+2
1715
$51K ﹤0.01%
355
1716
$51K ﹤0.01%
410
1717
$51K ﹤0.01%
364
1718
$51K ﹤0.01%
2,100
1719
$51K ﹤0.01%
1,300
1720
$51K ﹤0.01%
663
+35
1721
$51K ﹤0.01%
+10,114
1722
$51K ﹤0.01%
885
+102
1723
$51K ﹤0.01%
2,928
1724
$51K ﹤0.01%
3,336
+1,079
1725
$51K ﹤0.01%
+1,163
67 68
69
70 71