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
2176
$17K ﹤0.01%
724
+124
2177
$17K ﹤0.01%
300
2178
$17K ﹤0.01%
230
2179
$17K ﹤0.01%
1,264
-1,100
2180
$17K ﹤0.01%
+4,200
2181
$17K ﹤0.01%
1,668
+1,568
2182
$17K ﹤0.01%
765
+713
2183
$17K ﹤0.01%
231
+155
2184
$17K ﹤0.01%
+1,328
2185
$17K ﹤0.01%
+152
2186
$17K ﹤0.01%
2,000
2187
$17K ﹤0.01%
+1,186
2188
$17K ﹤0.01%
500
2189
$17K ﹤0.01%
+774
2190
$17K ﹤0.01%
847
+1
2191
$16K ﹤0.01%
+2,000
2192
$16K ﹤0.01%
312
+175
2193
$16K ﹤0.01%
240
-150
2194
$16K ﹤0.01%
400
2195
$16K ﹤0.01%
803
2196
$16K ﹤0.01%
+375
2197
$16K ﹤0.01%
3,849
+66
2198
$16K ﹤0.01%
+2,001
2199
$16K ﹤0.01%
2,000
2200
$16K ﹤0.01%
+200
86 87
88
89 90