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
1876
$36K ﹤0.01%
350
1877
$36K ﹤0.01%
945
+446
1878
$36K ﹤0.01%
509
-254
1879
$36K ﹤0.01%
+178
1880
$36K ﹤0.01%
716
+6
1881
$36K ﹤0.01%
380
-22
1882
$36K ﹤0.01%
1,334
+1,264
1883
$35K ﹤0.01%
726
1884
$35K ﹤0.01%
2,300
1885
$35K ﹤0.01%
1,318
+1
1886
$35K ﹤0.01%
574
+500
1887
$35K ﹤0.01%
+432
1888
$35K ﹤0.01%
2,063
-150
1889
$35K ﹤0.01%
270
-46
1890
$35K ﹤0.01%
1,369
-1,369
1891
$35K ﹤0.01%
371
+1
1892
$35K ﹤0.01%
124
1893
$35K ﹤0.01%
489
+54
1894
$35K ﹤0.01%
4,048
+732
1895
$35K ﹤0.01%
383
1896
$35K ﹤0.01%
386
+116
1897
$35K ﹤0.01%
223
+28
1898
$34K ﹤0.01%
1,212
+1
1899
$34K ﹤0.01%
2,147
1900
$34K ﹤0.01%
301
+9
74 75
76
77 78