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
2126
$19K ﹤0.01%
1,578
+103
2127
$19K ﹤0.01%
2,836
-5,164
2128
$19K ﹤0.01%
104
+22
2129
$19K ﹤0.01%
481
-84
2130
$19K ﹤0.01%
+423
2131
$19K ﹤0.01%
753
+120
2132
$19K ﹤0.01%
229
+39
2133
$19K ﹤0.01%
985
+585
2134
$19K ﹤0.01%
674
-92
2135
$19K ﹤0.01%
600
2136
$19K ﹤0.01%
+11
2137
$19K ﹤0.01%
1,323
+1,260
2138
$19K ﹤0.01%
257
2139
$19K ﹤0.01%
1,516
-1,000
2140
$19K ﹤0.01%
139
+1
2141
$19K ﹤0.01%
148
2142
$19K ﹤0.01%
158
+2
2143
$19K ﹤0.01%
50
2144
$19K ﹤0.01%
2,000
2145
$19K ﹤0.01%
2
2146
$19K ﹤0.01%
+100
2147
$18K ﹤0.01%
211
2148
$18K ﹤0.01%
400
-167
2149
$18K ﹤0.01%
741
+1
2150
$18K ﹤0.01%
550
84 85
86
87 88