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
1751
$48K ﹤0.01%
780
+462
1752
$48K ﹤0.01%
1,682
+505
1753
$48K ﹤0.01%
533
+105
1754
$48K ﹤0.01%
1,928
+8
1755
$48K ﹤0.01%
1,019
-415
1756
$48K ﹤0.01%
1,500
1757
$48K ﹤0.01%
360
-13
1758
$48K ﹤0.01%
+1,740
1759
$48K ﹤0.01%
876
1760
$48K ﹤0.01%
+2,630
1761
$47K ﹤0.01%
650
1762
$47K ﹤0.01%
1,264
+159
1763
$47K ﹤0.01%
1,000
1764
$47K ﹤0.01%
1,372
1765
$47K ﹤0.01%
7,820
+2,410
1766
$47K ﹤0.01%
226
+20
1767
$47K ﹤0.01%
2,786
1768
$47K ﹤0.01%
+600
1769
$47K ﹤0.01%
1,769
+29
1770
$47K ﹤0.01%
+3,584
1771
$47K ﹤0.01%
+2,284
1772
$46K ﹤0.01%
536
1773
$46K ﹤0.01%
720
-79
1774
$46K ﹤0.01%
+1,600
1775
$46K ﹤0.01%
2,645
-150
69 70
71
72 73