SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1
$205M 4.55%
1,156,209
+150,784
2
$130M 2.89%
272,166
+14,319
3
$116M 2.57%
694,540
+47,620
4
$105M 2.33%
312,456
+40,372
5
$65.4M 1.45%
2,222,410
+120,600
6
$65.4M 1.45%
451,160
+29,540
7
$65M 1.44%
136,928
+36,957
8
$63.9M 1.42%
138,875
+4,502
9
$48.5M 1.08%
856,675
+8,250
10
$46.7M 1.04%
408,838
+3,011
11
$44.3M 0.98%
106,702
+10,419
12
$42.9M 0.95%
75,611
+8,849
13
$42.3M 0.94%
794,178
+19,710
14
$40M 0.89%
111,398
+3,784
15
$39.3M 0.87%
277,673
+19,303
16
$37.3M 0.83%
109,087
+6,620
17
$36.3M 0.81%
643,431
+14,215
18
$36.3M 0.8%
228,926
+28,233
19
$35.5M 0.79%
704,102
+647,124
20
$33.3M 0.74%
153,661
+14,594
21
$33.1M 0.73%
623,782
+3,574
22
$32.7M 0.73%
208,514
+3,674
23
$32.6M 0.72%
96,450
-29,383
24
$32M 0.71%
343,253
+4,805
25
$31.9M 0.71%
801,533
+5,896
1
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