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
2401
$9K ﹤0.01%
300
-50
2402
$9K ﹤0.01%
+133
2403
$9K ﹤0.01%
50
2404
$9K ﹤0.01%
+1,378
2405
$9K ﹤0.01%
101
2406
$9K ﹤0.01%
700
2407
$9K ﹤0.01%
91
+50
2408
$9K ﹤0.01%
207
-1,293
2409
$9K ﹤0.01%
1,000
2410
$9K ﹤0.01%
392
-3,698
2411
$9K ﹤0.01%
+67
2412
$9K ﹤0.01%
36
2413
$9K ﹤0.01%
+125
2414
$9K ﹤0.01%
100
2415
$9K ﹤0.01%
52
+1
2416
$9K ﹤0.01%
250
-2,964
2417
$9K ﹤0.01%
200
2418
$9K ﹤0.01%
500
2419
$9K ﹤0.01%
400
+180
2420
$9K ﹤0.01%
200
-200
2421
$9K ﹤0.01%
725
2422
$9K ﹤0.01%
4,000
2423
$9K ﹤0.01%
79
+15
2424
$9K ﹤0.01%
80
2425
$9K ﹤0.01%
566
-566