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
1926
$31K ﹤0.01%
1,700
1927
$31K ﹤0.01%
900
1928
$31K ﹤0.01%
794
+9
1929
$31K ﹤0.01%
1,165
-400
1930
$31K ﹤0.01%
1,174
1931
$31K ﹤0.01%
400
-400
1932
$31K ﹤0.01%
2,958
1933
$31K ﹤0.01%
284
1934
$31K ﹤0.01%
2,460
1935
$31K ﹤0.01%
149
+25
1936
$31K ﹤0.01%
7,200
+2,000
1937
$31K ﹤0.01%
662
+50
1938
$31K ﹤0.01%
950
1939
$31K ﹤0.01%
1,115
+263
1940
$31K ﹤0.01%
911
-217
1941
$31K ﹤0.01%
696
+142
1942
$31K ﹤0.01%
7,217
+244
1943
$31K ﹤0.01%
261
+7
1944
$31K ﹤0.01%
1,550
+150
1945
$30K ﹤0.01%
2,256
1946
$30K ﹤0.01%
+268
1947
$30K ﹤0.01%
+751
1948
$30K ﹤0.01%
500
1949
$30K ﹤0.01%
+450
1950
$30K ﹤0.01%
500
76 77
78
79 80