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
2101
$21K ﹤0.01%
3,944
+3,383
2102
$21K ﹤0.01%
568
+168
2103
$21K ﹤0.01%
+3,966
2104
$21K ﹤0.01%
300
2105
$21K ﹤0.01%
1,384
2106
$21K ﹤0.01%
6,456
+1,125
2107
$21K ﹤0.01%
+121
2108
$21K ﹤0.01%
2,631
2109
$20K ﹤0.01%
1,025
2110
$20K ﹤0.01%
261
+135
2111
$20K ﹤0.01%
298
+138
2112
$20K ﹤0.01%
400
-260
2113
$20K ﹤0.01%
1,823
+294
2114
$20K ﹤0.01%
678
-254
2115
$20K ﹤0.01%
649
+49
2116
$20K ﹤0.01%
2,187
2117
$20K ﹤0.01%
2,300
2118
$20K ﹤0.01%
57
2119
$20K ﹤0.01%
+200
2120
$20K ﹤0.01%
+2,000
2121
$20K ﹤0.01%
959
2122
$20K ﹤0.01%
151
2123
$20K ﹤0.01%
325
-100
2124
$20K ﹤0.01%
+750
2125
$19K ﹤0.01%
500
83 84
85
86 87