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
2151
$18K ﹤0.01%
10,006
+1,155
2152
$18K ﹤0.01%
342
+184
2153
$18K ﹤0.01%
1,966
2154
$18K ﹤0.01%
1,000
2155
$18K ﹤0.01%
+2,800
2156
$18K ﹤0.01%
1,135
-1,135
2157
$18K ﹤0.01%
456
2158
$18K ﹤0.01%
1,435
2159
$18K ﹤0.01%
1,278
2160
$18K ﹤0.01%
579
+6
2161
$18K ﹤0.01%
230
+200
2162
$18K ﹤0.01%
173
+126
2163
$18K ﹤0.01%
+641
2164
$18K ﹤0.01%
+83
2165
$18K ﹤0.01%
750
+275
2166
$18K ﹤0.01%
1,538
+10
2167
$18K ﹤0.01%
150
-300
2168
$18K ﹤0.01%
471
2169
$18K ﹤0.01%
500
2170
$17K ﹤0.01%
+1,260
2171
$17K ﹤0.01%
5,366
-741
2172
$17K ﹤0.01%
363
+313
2173
$17K ﹤0.01%
520
2174
$17K ﹤0.01%
227
-227
2175
$17K ﹤0.01%
800
85 86
87
88 89