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
1976
$29K ﹤0.01%
417
+103
1977
$29K ﹤0.01%
+400
1978
$29K ﹤0.01%
1,025
1979
$28K ﹤0.01%
+5,974
1980
$28K ﹤0.01%
7,107
-10,693
1981
$28K ﹤0.01%
1,000
1982
$28K ﹤0.01%
842
1983
$28K ﹤0.01%
+1,500
1984
$28K ﹤0.01%
234
1985
$28K ﹤0.01%
308
+33
1986
$28K ﹤0.01%
+550
1987
$28K ﹤0.01%
300
1988
$28K ﹤0.01%
1,300
-1,300
1989
$28K ﹤0.01%
+1,796
1990
$28K ﹤0.01%
600
1991
$28K ﹤0.01%
1,697
+600
1992
$28K ﹤0.01%
207
-207
1993
$28K ﹤0.01%
1,773
+46
1994
$28K ﹤0.01%
253
+193
1995
$28K ﹤0.01%
151
+135
1996
$28K ﹤0.01%
114
-158
1997
$28K ﹤0.01%
1,000
1998
$28K ﹤0.01%
1,174
+674
1999
$28K ﹤0.01%
177
-85
2000
$27K ﹤0.01%
135
+10
78 79
80
81 82