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
1801
$43K ﹤0.01%
704
-461
1802
$43K ﹤0.01%
+800
1803
$43K ﹤0.01%
1,410
+1,210
1804
$43K ﹤0.01%
948
+140
1805
$43K ﹤0.01%
1,843
+1
1806
$43K ﹤0.01%
1,000
1807
$42K ﹤0.01%
2,424
+1,251
1808
$42K ﹤0.01%
346
1809
$42K ﹤0.01%
125
1810
$42K ﹤0.01%
194
-20
1811
$42K ﹤0.01%
+2,331
1812
$42K ﹤0.01%
+200
1813
$41K ﹤0.01%
12,020
1814
$41K ﹤0.01%
+6,063
1815
$41K ﹤0.01%
+4,787
1816
$41K ﹤0.01%
4,255
1817
$41K ﹤0.01%
+875
1818
$41K ﹤0.01%
+5,906
1819
$41K ﹤0.01%
262
-50
1820
$40K ﹤0.01%
1,550
1821
$40K ﹤0.01%
341
1822
$40K ﹤0.01%
850
1823
$40K ﹤0.01%
1,679
+560
1824
$40K ﹤0.01%
+678
1825
$40K ﹤0.01%
871
+805
71 72
73
74 75