SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
This Quarter Return
+10.92%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$3.03B
AUM Growth
+$3.03B
(+15%)
Cap. Flow
+$25.1M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
26.37%
Holding
2,505
New
155
Increased
810
Reduced
777
Closed
148
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$13.6M |
| 2 |
Main Sector Rotation ETF
SECT
|
$9.92M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$9.83M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$9.17M |
| 5 |
Microsoft
MSFT
|
$8.19M |
Top Sells
Sector Composition
| 1 | Technology | 14.35% |
| 2 | Consumer Discretionary | 5.17% |
| 3 | Financials | 5.05% |
| 4 | Industrials | 4.32% |
| 5 | Healthcare | 4.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2501
Life Time Group Holdings
LTH
$6.11B
| – | – |
-930
| Closed | -$14.1K |
|
2502
La-Z-Boy
LZB
$1.47B
| – | – |
-245
| Closed | -$7.58K |
|