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
2426
$9K ﹤0.01%
+230
2427
$9K ﹤0.01%
900
+500
2428
$9K ﹤0.01%
+400
2429
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+155
2430
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100
2431
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103
2432
$8K ﹤0.01%
865
+50
2433
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+200
2434
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+220
2435
$8K ﹤0.01%
200
2436
$8K ﹤0.01%
619
-1,292
2437
$8K ﹤0.01%
133
2438
$8K ﹤0.01%
438
-177
2439
$8K ﹤0.01%
942
+2
2440
$8K ﹤0.01%
+153
2441
$8K ﹤0.01%
635
2442
$8K ﹤0.01%
143
+19
2443
$8K ﹤0.01%
+248
2444
$8K ﹤0.01%
330
-70
2445
$8K ﹤0.01%
684
-650
2446
$8K ﹤0.01%
366
+2
2447
$8K ﹤0.01%
+3,500
2448
$8K ﹤0.01%
+270
2449
$8K ﹤0.01%
+500
2450
$8K ﹤0.01%
140