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
2226
$15K ﹤0.01%
619
+346
2227
$15K ﹤0.01%
+412
2228
$15K ﹤0.01%
295
+204
2229
$15K ﹤0.01%
+183
2230
$15K ﹤0.01%
+203
2231
$15K ﹤0.01%
345
+200
2232
$15K ﹤0.01%
533
2233
$15K ﹤0.01%
35
+24
2234
$15K ﹤0.01%
+183
2235
$15K ﹤0.01%
+381
2236
$15K ﹤0.01%
356
-64
2237
$15K ﹤0.01%
160
-379
2238
$15K ﹤0.01%
571
+320
2239
$14K ﹤0.01%
830
+450
2240
$14K ﹤0.01%
+502
2241
$14K ﹤0.01%
3,299
-78
2242
$14K ﹤0.01%
+165
2243
$14K ﹤0.01%
+58
2244
$14K ﹤0.01%
+631
2245
$14K ﹤0.01%
1,311
+1,117
2246
$14K ﹤0.01%
+650
2247
$14K ﹤0.01%
133
2248
$14K ﹤0.01%
235
+22
2249
$14K ﹤0.01%
610
2250
$14K ﹤0.01%
+170
88 89
90
91 92