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
1901
$34K ﹤0.01%
1,068
1902
$34K ﹤0.01%
352
1903
$34K ﹤0.01%
+1,008
1904
$34K ﹤0.01%
+1,170
1905
$34K ﹤0.01%
615
+90
1906
$33K ﹤0.01%
377
+141
1907
$33K ﹤0.01%
+527
1908
$33K ﹤0.01%
2,000
-2,000
1909
$33K ﹤0.01%
900
+500
1910
$33K ﹤0.01%
496
-491
1911
$32K ﹤0.01%
+328
1912
$32K ﹤0.01%
665
1913
$32K ﹤0.01%
251
+9
1914
$32K ﹤0.01%
400
1915
$32K ﹤0.01%
+750
1916
$32K ﹤0.01%
442
+2
1917
$32K ﹤0.01%
316
+63
1918
$32K ﹤0.01%
435
-225
1919
$32K ﹤0.01%
2,278
+308
1920
$32K ﹤0.01%
855
+680
1921
$32K ﹤0.01%
4,050
+3,000
1922
$32K ﹤0.01%
580
+510
1923
$32K ﹤0.01%
1,208
-2,320
1924
$32K ﹤0.01%
666
1925
$32K ﹤0.01%
901
-572
75 76
77
78 79