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
2376
$10K ﹤0.01%
166
+16
2377
$10K ﹤0.01%
100
2378
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114
+26
2379
$10K ﹤0.01%
+650
2380
$10K ﹤0.01%
+200
2381
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+225
2382
$10K ﹤0.01%
+1,000
2383
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300
2384
$10K ﹤0.01%
1,000
2385
$10K ﹤0.01%
520
-760
2386
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205
+59
2387
$10K ﹤0.01%
+842
2388
$10K ﹤0.01%
+500
2389
$10K ﹤0.01%
443
+5
2390
$10K ﹤0.01%
186
2391
$10K ﹤0.01%
84
2392
$10K ﹤0.01%
109
2393
$10K ﹤0.01%
109
+65
2394
$10K ﹤0.01%
299
+97
2395
$10K ﹤0.01%
649
+9
2396
$10K ﹤0.01%
360
2397
$10K ﹤0.01%
+127
2398
$10K ﹤0.01%
343
2399
$10K ﹤0.01%
165
+59
2400
$9K ﹤0.01%
288
+243
94 95
96
97 98