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
176
$4.92M 0.11%
21,882
+6,027
177
$4.88M 0.11%
82,516
+5,879
178
$4.82M 0.11%
36,341
-202
179
$4.79M 0.11%
29,411
-2,691
180
$4.64M 0.1%
12,070
+3,369
181
$4.62M 0.1%
50,723
+3,303
182
$4.61M 0.1%
34,294
+7,010
183
$4.6M 0.1%
60,278
+4,619
184
$4.58M 0.1%
130,950
+13,450
185
$4.55M 0.1%
34,447
-18,921
186
$4.39M 0.1%
85,407
+39,357
187
$4.36M 0.1%
14,944
-256
188
$4.35M 0.1%
86,402
+27,353
189
$4.34M 0.1%
67,479
-13,920
190
$4.34M 0.1%
51,377
-1,171
191
$4.33M 0.1%
103,108
-6,236
192
$4.28M 0.1%
15,446
+6,961
193
$4.27M 0.09%
86,884
-2,996
194
$4.27M 0.09%
39,743
+37
195
$4.17M 0.09%
224,820
-12,952
196
$4.12M 0.09%
19,736
+2,366
197
$4.09M 0.09%
24,356
+2,084
198
$4.09M 0.09%
68,351
-1,524
199
$4M 0.09%
36,547
-4,810
200
$3.94M 0.09%
42,387
+1,142
6 7
8
9 10