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
2201
$16K ﹤0.01%
171
+2
2202
$16K ﹤0.01%
2,689
-1,485
2203
$16K ﹤0.01%
+45
2204
$16K ﹤0.01%
+5,000
2205
$16K ﹤0.01%
+499
2206
$16K ﹤0.01%
319
+219
2207
$16K ﹤0.01%
+66
2208
$16K ﹤0.01%
280
-242
2209
$16K ﹤0.01%
+5,575
2210
$16K ﹤0.01%
345
2211
$16K ﹤0.01%
2,000
2212
$16K ﹤0.01%
400
2213
$16K ﹤0.01%
+373
2214
$16K ﹤0.01%
1,541
-412
2215
$16K ﹤0.01%
+500
2216
$15K ﹤0.01%
700
+500
2217
$15K ﹤0.01%
230
+30
2218
$15K ﹤0.01%
160
2219
$15K ﹤0.01%
185
2220
$15K ﹤0.01%
100
2221
$15K ﹤0.01%
84
+43
2222
$15K ﹤0.01%
421
-129
2223
$15K ﹤0.01%
656
2224
$15K ﹤0.01%
207
+2
2225
$15K ﹤0.01%
144
87 88
89
90 91