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
1776
$46K ﹤0.01%
1,134
+42
1777
$46K ﹤0.01%
584
+12
1778
$46K ﹤0.01%
37,600
+100
1779
$46K ﹤0.01%
1,614
+400
1780
$46K ﹤0.01%
848
+460
1781
$46K ﹤0.01%
1,831
+1,378
1782
$46K ﹤0.01%
1,050
+8
1783
$45K ﹤0.01%
+942
1784
$45K ﹤0.01%
1,460
+300
1785
$45K ﹤0.01%
447
1786
$45K ﹤0.01%
822
1787
$45K ﹤0.01%
1,180
-6,100
1788
$45K ﹤0.01%
413
+108
1789
$45K ﹤0.01%
+2,000
1790
$44K ﹤0.01%
810
1791
$44K ﹤0.01%
904
+526
1792
$44K ﹤0.01%
1,692
+198
1793
$44K ﹤0.01%
2,828
+2,118
1794
$44K ﹤0.01%
1,055
+5
1795
$43K ﹤0.01%
14,500
1796
$43K ﹤0.01%
1,861
+320
1797
$43K ﹤0.01%
+309
1798
$43K ﹤0.01%
1,000
1799
$43K ﹤0.01%
318
+109
1800
$43K ﹤0.01%
2,446
-50
70 71
72
73 74