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
1826
$40K ﹤0.01%
120
+117
1827
$40K ﹤0.01%
129
+67
1828
$39K ﹤0.01%
1,125
+550
1829
$39K ﹤0.01%
1,713
-2,160
1830
$39K ﹤0.01%
860
+809
1831
$39K ﹤0.01%
1,068
+274
1832
$39K ﹤0.01%
961
+21
1833
$39K ﹤0.01%
+691
1834
$39K ﹤0.01%
1,000
1835
$39K ﹤0.01%
485
+140
1836
$39K ﹤0.01%
790
-90
1837
$39K ﹤0.01%
751
1838
$39K ﹤0.01%
+2,950
1839
$39K ﹤0.01%
1,067
-6,800
1840
$38K ﹤0.01%
700
1841
$38K ﹤0.01%
3,707
+1,637
1842
$38K ﹤0.01%
650
1843
$38K ﹤0.01%
500
1844
$38K ﹤0.01%
+371
1845
$38K ﹤0.01%
385
+16
1846
$38K ﹤0.01%
574
1847
$38K ﹤0.01%
3,065
-2,000
1848
$38K ﹤0.01%
2,962
+390
1849
$38K ﹤0.01%
1,250
1850
$37K ﹤0.01%
+33,019
72 73
74
75 76