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
1726
$51K ﹤0.01%
931
-140
1727
$51K ﹤0.01%
689
+589
1728
$51K ﹤0.01%
+1,525
1729
$51K ﹤0.01%
661
+575
1730
$51K ﹤0.01%
+975
1731
$50K ﹤0.01%
428
+197
1732
$50K ﹤0.01%
+1,650
1733
$50K ﹤0.01%
1,144
+5
1734
$50K ﹤0.01%
2,502
+221
1735
$50K ﹤0.01%
+2,694
1736
$50K ﹤0.01%
13,275
+10,655
1737
$50K ﹤0.01%
640
+42
1738
$50K ﹤0.01%
3,178
-3,142
1739
$49K ﹤0.01%
5,211
+15
1740
$49K ﹤0.01%
2,900
+200
1741
$49K ﹤0.01%
+585
1742
$49K ﹤0.01%
1,345
+564
1743
$49K ﹤0.01%
1,023
1744
$49K ﹤0.01%
1,500
+500
1745
$49K ﹤0.01%
1,275
+15
1746
$49K ﹤0.01%
468
1747
$49K ﹤0.01%
1,106
-355
1748
$49K ﹤0.01%
1,666
+35
1749
$48K ﹤0.01%
1,965
+465
1750
$48K ﹤0.01%
426
+2
68 69
70
71 72