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
2326
$12K ﹤0.01%
+1,189
2327
$12K ﹤0.01%
+744
2328
$12K ﹤0.01%
2,200
2329
$12K ﹤0.01%
+564
2330
$12K ﹤0.01%
772
+13
2331
$11K ﹤0.01%
80
2332
$11K ﹤0.01%
352
2333
$11K ﹤0.01%
1,650
2334
$11K ﹤0.01%
+500
2335
$11K ﹤0.01%
+203
2336
$11K ﹤0.01%
1,679
+187
2337
$11K ﹤0.01%
634
+9
2338
$11K ﹤0.01%
+1,100
2339
$11K ﹤0.01%
400
2340
$11K ﹤0.01%
4,000
2341
$11K ﹤0.01%
+83
2342
$11K ﹤0.01%
+1,800
2343
$11K ﹤0.01%
70
-350
2344
$11K ﹤0.01%
500
2345
$11K ﹤0.01%
300
2346
$11K ﹤0.01%
2,046
+1,826
2347
$11K ﹤0.01%
500
2348
$11K ﹤0.01%
500
-30
2349
$11K ﹤0.01%
93
-124
2350
$11K ﹤0.01%
354
-349
92 93
94
95 96