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
201
$3.92M 0.09%
23,618
-559
202
$3.92M 0.09%
26,078
+341
203
$3.92M 0.09%
18,936
-1,068
204
$3.91M 0.09%
49,789
+4,654
205
$3.85M 0.09%
37,271
+4,803
206
$3.83M 0.09%
74,356
+17,306
207
$3.77M 0.08%
33,653
+21,535
208
$3.62M 0.08%
450,721
-21,058
209
$3.61M 0.08%
57,948
+27,771
210
$3.58M 0.08%
86,287
+452
211
$3.56M 0.08%
16,659
+2,188
212
$3.54M 0.08%
29,907
+292
213
$3.5M 0.08%
19,146
+194
214
$3.5M 0.08%
24,878
+3,001
215
$3.46M 0.08%
6,688
+1,404
216
$3.46M 0.08%
64,168
-48,694
217
$3.46M 0.08%
214,558
+13,700
218
$3.44M 0.08%
41,460
+2,611
219
$3.43M 0.08%
11,531
-1,289
220
$3.43M 0.08%
180,876
-12,774
221
$3.41M 0.08%
31,765
-2,116
222
$3.39M 0.08%
55,684
-1,225
223
$3.38M 0.08%
14,352
-804
224
$3.38M 0.08%
27,263
-10,018
225
$3.37M 0.07%
68,949
-10,318
7 8
9
10 11