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
2001
$27K ﹤0.01%
800
2002
$27K ﹤0.01%
511
2003
$27K ﹤0.01%
1,625
+25
2004
$27K ﹤0.01%
6,511
2005
$27K ﹤0.01%
682
+645
2006
$27K ﹤0.01%
+1,000
2007
$27K ﹤0.01%
694
-406
2008
$27K ﹤0.01%
308
-76
2009
$27K ﹤0.01%
2,476
+2,276
2010
$27K ﹤0.01%
+993
2011
$27K ﹤0.01%
659
-99
2012
$27K ﹤0.01%
+5,800
2013
$27K ﹤0.01%
4,627
+53
2014
$27K ﹤0.01%
1,918
2015
$27K ﹤0.01%
2,000
-2,000
2016
$27K ﹤0.01%
642
2017
$27K ﹤0.01%
602
+25
2018
$26K ﹤0.01%
333
+149
2019
$26K ﹤0.01%
686
+622
2020
$26K ﹤0.01%
1,112
+562
2021
$26K ﹤0.01%
+1,854
2022
$26K ﹤0.01%
80
2023
$26K ﹤0.01%
169
2024
$26K ﹤0.01%
266
+131
2025
$26K ﹤0.01%
1,898
+561
79 80
81
82 83