SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
This Quarter Return
-2.07%
1 Year Return
+10.54%
3 Year Return
+33.73%
5 Year Return
–
10 Year Return
–
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$24.8M
Cap. Flow %
0.79%
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
848
Reduced
831
Closed
146

Top Buys

1
$22.3M
2
$10.1M
3
$8.54M
4
$8.33M
5
$7.06M

Top Sells

1
$25.1M
2
$18.3M
3
$12.9M
4
$7.48M
5
$6.69M

Sector Composition

1Technology14.8%
2Financials6.19%
3Consumer Discretionary5.29%
4Healthcare4.64%
5Communication Services4.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.69K﹤0.01% 535––
$8.65K﹤0.01% 202
+2
+1%
+$86
$8.62K﹤0.01% 208
+1
+0.5%
+$41
$8.61K﹤0.01% 359
+240
+202%
+$5.76K
$8.6K﹤0.01% 100––
$8.58K﹤0.01%
+800
 New
+$8.58K
$8.58K﹤0.01% 260
-86
-25%
-$2.84K
$8.55K﹤0.01%
+600
 New
+$8.55K
$8.53K﹤0.01% 35
-28
-44%
-$6.82K
$8.45K﹤0.01% 441
-559
-56%
-$10.7K
$8.39K﹤0.01% 382
+200
+110%
+$4.39K
$8.38K﹤0.01% 88
+1
+1%
+$95
$8.36K﹤0.01% 352––
$8.32K﹤0.01% 53
-18
-25%
-$2.83K
$8.31K﹤0.01% 400
-2,835
-88%
-$58.9K
$8.3K﹤0.01% 269––
$8.3K﹤0.01% 696
-995
-59%
-$11.9K
$8.28K﹤0.01% 900
+300
+50%
+$2.76K
$8.25K﹤0.01% 97
-59
-38%
-$5.02K
$8.24K﹤0.01%
+369
 New
+$8.24K
$8.23K﹤0.01% 165
-4
-2%
-$199
$8.22K﹤0.01% 45
+15
+50%
+$2.74K
$8.16K﹤0.01% 186––
$8.14K﹤0.01% 260––
$8.14K﹤0.01% 313
-185
-37%
-$4.81K
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