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
2301
$12K ﹤0.01%
52
2302
$12K ﹤0.01%
314
2303
$12K ﹤0.01%
140
+39
2304
$12K ﹤0.01%
218
2305
$12K ﹤0.01%
709
+3
2306
$12K ﹤0.01%
172
2307
$12K ﹤0.01%
113
-113
2308
$12K ﹤0.01%
+1,500
2309
$12K ﹤0.01%
150
2310
$12K ﹤0.01%
588
2311
$12K ﹤0.01%
370
+145
2312
$12K ﹤0.01%
1,000
2313
$12K ﹤0.01%
250
-600
2314
$12K ﹤0.01%
+1,000
2315
$12K ﹤0.01%
77
+31
2316
$12K ﹤0.01%
298
+53
2317
$12K ﹤0.01%
+721
2318
$12K ﹤0.01%
430
2319
$12K ﹤0.01%
+500
2320
$12K ﹤0.01%
+522
2321
$12K ﹤0.01%
+90
2322
$12K ﹤0.01%
+478
2323
$12K ﹤0.01%
+139
2324
$12K ﹤0.01%
197
+149
2325
$12K ﹤0.01%
333