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
$2.97B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,300
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$21.2M
3
+$7.58M
4
AAPL icon
Apple
AAPL
+$7.56M
5
ISRG icon
Intuitive Surgical
ISRG
+$6.88M

Top Sells

1
+$9.37M
2
+$9.18M
3
+$5.9M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.53M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.27M

Sector Composition

1 Technology 16.24%
2 Financials 5.29%
3 Consumer Discretionary 5.14%
4 Industrials 4.26%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.1M 0.07%
18,730
-14
227
$2.09M 0.07%
17,249
-1,062
228
$2.05M 0.07%
104,084
-356
229
$2.03M 0.07%
17,297
+14,334
230
$2.03M 0.07%
58,764
-83,992
231
$2.01M 0.07%
13,758
-593
232
$2M 0.07%
18,102
+15,946
233
$1.99M 0.07%
13,398
-19,229
234
$1.98M 0.07%
14,958
+10,455
235
$1.96M 0.07%
58,989
-4,461
236
$1.94M 0.07%
8,604
+6,835
237
$1.92M 0.06%
9,308
+3,976
238
$1.92M 0.06%
17,661
+1,856
239
$1.91M 0.06%
32,814
+4,312
240
$1.9M 0.06%
50,858
-9,635
241
$1.9M 0.06%
19,322
-250
242
$1.9M 0.06%
10,601
+5,663
243
$1.89M 0.06%
9,926
+5,296
244
$1.89M 0.06%
25,359
+2,884
245
$1.89M 0.06%
15,055
+656
246
$1.89M 0.06%
20,953
+7,796
247
$1.84M 0.06%
19,109
-2,855
248
$1.84M 0.06%
24,272
-411
249
$1.84M 0.06%
14,735
+2,673
250
$1.83M 0.06%
48,800
-9,430
8 9
10
11 12