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
151
$6.56M 0.15%
29,236
+29,086
152
$6.52M 0.14%
106,424
-18,983
153
$6.34M 0.14%
78,063
+6,894
154
$6.33M 0.14%
115,251
+4,380
155
$6.16M 0.14%
213,977
+190,941
156
$6.09M 0.14%
84,048
+82,661
157
$6.06M 0.13%
79,092
+17,464
158
$5.92M 0.13%
227,022
+5,345
159
$5.8M 0.13%
117,301
+11,663
160
$5.72M 0.13%
49,173
-1,188
161
$5.62M 0.12%
92,259
+18,233
162
$5.62M 0.12%
65,285
+14,502
163
$5.51M 0.12%
184,003
+77,255
164
$5.47M 0.12%
24,610
+1,123
165
$5.47M 0.12%
18,714
+3,635
166
$5.47M 0.12%
86,355
+6,867
167
$5.46M 0.12%
194,706
-17,774
168
$5.3M 0.12%
20,525
+1,480
169
$5.29M 0.12%
36,316
+445
170
$5.25M 0.12%
23,226
-1,270
171
$5.24M 0.12%
51,608
+24,094
172
$5.21M 0.12%
59,852
+50,715
173
$5.1M 0.11%
14,364
-2,135
174
$5.06M 0.11%
25,122
+3,429
175
$5.04M 0.11%
19,059
+1,854
5 6
7
8 9