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
2276
$13K ﹤0.01%
+601
2277
$13K ﹤0.01%
145
+5
2278
$13K ﹤0.01%
368
-1
2279
$13K ﹤0.01%
176
2280
$13K ﹤0.01%
733
+633
2281
$13K ﹤0.01%
447
+37
2282
$13K ﹤0.01%
400
2283
$13K ﹤0.01%
700
2284
$13K ﹤0.01%
+288
2285
$13K ﹤0.01%
+200
2286
$13K ﹤0.01%
65
2287
$13K ﹤0.01%
177
2288
$13K ﹤0.01%
400
2289
$13K ﹤0.01%
1,242
2290
$13K ﹤0.01%
+1,745
2291
$13K ﹤0.01%
1,379
+450
2292
$13K ﹤0.01%
155
-112
2293
$12K ﹤0.01%
229
+40
2294
$12K ﹤0.01%
800
2295
$12K ﹤0.01%
172
-177
2296
$12K ﹤0.01%
128
2297
$12K ﹤0.01%
140
+127
2298
$12K ﹤0.01%
800
2299
$12K ﹤0.01%
800
2300
$12K ﹤0.01%
+300
90 91
92
93 94