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
2251
$14K ﹤0.01%
146
2252
$14K ﹤0.01%
+203
2253
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175
2254
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+299
2255
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722
2256
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550
+500
2257
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1,200
2258
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+220
2259
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+1,800
2260
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227
+139
2261
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404
+154
2262
$13K ﹤0.01%
200
2263
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+1,000
2264
$13K ﹤0.01%
535
2265
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835
2266
$13K ﹤0.01%
+756
2267
$13K ﹤0.01%
1,267
+567
2268
$13K ﹤0.01%
+500
2269
$13K ﹤0.01%
287
+20
2270
$13K ﹤0.01%
2,099
-5,367
2271
$13K ﹤0.01%
+400
2272
$13K ﹤0.01%
+362
2273
$13K ﹤0.01%
136
2274
$13K ﹤0.01%
446
-421
2275
$13K ﹤0.01%
245