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
2026
$26K ﹤0.01%
+955
2027
$26K ﹤0.01%
6,600
2028
$26K ﹤0.01%
+628
2029
$26K ﹤0.01%
+1,000
2030
$25K ﹤0.01%
610
+10
2031
$25K ﹤0.01%
571
+174
2032
$25K ﹤0.01%
1,394
2033
$25K ﹤0.01%
547
+18
2034
$25K ﹤0.01%
266
-108
2035
$25K ﹤0.01%
33
+25
2036
$25K ﹤0.01%
1,900
2037
$25K ﹤0.01%
4,119
-288
2038
$25K ﹤0.01%
6,304
+4,190
2039
$25K ﹤0.01%
331
+297
2040
$25K ﹤0.01%
550
+50
2041
$25K ﹤0.01%
1,087
2042
$25K ﹤0.01%
172
+112
2043
$25K ﹤0.01%
+1,322
2044
$25K ﹤0.01%
719
+366
2045
$25K ﹤0.01%
602
+127
2046
$25K ﹤0.01%
293
+234
2047
$25K ﹤0.01%
509
2048
$25K ﹤0.01%
+1,400
2049
$24K ﹤0.01%
2,000
-2,000
2050
$24K ﹤0.01%
+441
80 81
82
83 84