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
1851
$37K ﹤0.01%
3,200
-2,400
1852
$37K ﹤0.01%
1,250
+753
1853
$37K ﹤0.01%
600
1854
$37K ﹤0.01%
+2,533
1855
$37K ﹤0.01%
300
1856
$37K ﹤0.01%
1,200
+18
1857
$37K ﹤0.01%
1,014
+514
1858
$37K ﹤0.01%
5,912
+55
1859
$37K ﹤0.01%
1,966
+516
1860
$37K ﹤0.01%
3,000
-2,050
1861
$37K ﹤0.01%
1,056
+11
1862
$37K ﹤0.01%
35,000
-25,510
1863
$37K ﹤0.01%
2,575
+2,262
1864
$37K ﹤0.01%
283
1865
$37K ﹤0.01%
1,891
-500
1866
$37K ﹤0.01%
604
1867
$37K ﹤0.01%
477
+7
1868
$36K ﹤0.01%
1,262
+378
1869
$36K ﹤0.01%
+133
1870
$36K ﹤0.01%
214
-145
1871
$36K ﹤0.01%
1,423
-1,645
1872
$36K ﹤0.01%
950
1873
$36K ﹤0.01%
695
+1
1874
$36K ﹤0.01%
1,536
+553
1875
$36K ﹤0.01%
900
73 74
75
76 77