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
2351
$11K ﹤0.01%
155
2352
$11K ﹤0.01%
997
+7
2353
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35
2354
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+617
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+212
2356
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35
+29
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127
-183
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502
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+1,000
2360
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285
+72
2361
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+10
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+478
2363
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374
+28
2364
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+715
2365
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+50
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+65
2367
$10K ﹤0.01%
+7,508
2368
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800
2369
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113
-120
2370
$10K ﹤0.01%
+414
2371
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98
2372
$10K ﹤0.01%
250
2373
$10K ﹤0.01%
+100
2374
$10K ﹤0.01%
+433
2375
$10K ﹤0.01%
+339