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
2076
$22K ﹤0.01%
323
+223
2077
$22K ﹤0.01%
452
-1,801
2078
$22K ﹤0.01%
860
+256
2079
$22K ﹤0.01%
2,079
+34
2080
$22K ﹤0.01%
198
2081
$22K ﹤0.01%
+700
2082
$22K ﹤0.01%
423
2083
$22K ﹤0.01%
+334
2084
$22K ﹤0.01%
+193
2085
$22K ﹤0.01%
500
2086
$22K ﹤0.01%
962
+350
2087
$22K ﹤0.01%
600
2088
$22K ﹤0.01%
1,922
2089
$22K ﹤0.01%
+504
2090
$22K ﹤0.01%
280
+52
2091
$21K ﹤0.01%
750
2092
$21K ﹤0.01%
106
2093
$21K ﹤0.01%
850
+435
2094
$21K ﹤0.01%
37
-16
2095
$21K ﹤0.01%
103
+51
2096
$21K ﹤0.01%
505
+229
2097
$21K ﹤0.01%
2,100
2098
$21K ﹤0.01%
440
2099
$21K ﹤0.01%
+792
2100
$21K ﹤0.01%
676
-792
82 83
84
85 86