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
2051
$24K ﹤0.01%
+639
2052
$24K ﹤0.01%
4,000
-454
2053
$24K ﹤0.01%
3,000
2054
$24K ﹤0.01%
1,893
-50
2055
$24K ﹤0.01%
323
+166
2056
$24K ﹤0.01%
176
+21
2057
$24K ﹤0.01%
101
+46
2058
$24K ﹤0.01%
+1,850
2059
$24K ﹤0.01%
+735
2060
$23K ﹤0.01%
141
+16
2061
$23K ﹤0.01%
2,973
+2,673
2062
$23K ﹤0.01%
+1,900
2063
$23K ﹤0.01%
553
-3,000
2064
$23K ﹤0.01%
+2,000
2065
$23K ﹤0.01%
1,005
+838
2066
$23K ﹤0.01%
420
2067
$23K ﹤0.01%
100
2068
$23K ﹤0.01%
248
2069
$23K ﹤0.01%
+4,123
2070
$23K ﹤0.01%
153
+86
2071
$23K ﹤0.01%
876
2072
$23K ﹤0.01%
442
+300
2073
$23K ﹤0.01%
500
2074
$23K ﹤0.01%
+3,600
2075
$22K ﹤0.01%
+5,009
81 82
83
84 85