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
251
$1.83M 0.06%
1,218
-2,273
252
$1.79M 0.06%
17,330
+16,411
253
$1.79M 0.06%
13,024
-31,589
254
$1.78M 0.06%
4,659
+3,829
255
$1.78M 0.06%
75,792
+9,141
256
$1.78M 0.06%
3,861
-6,325
257
$1.78M 0.06%
30,724
+16,240
258
$1.77M 0.06%
5,505
-479
259
$1.77M 0.06%
3,508
-5,598
260
$1.77M 0.06%
3,037
+2,952
261
$1.77M 0.06%
23,503
-22,135
262
$1.76M 0.06%
2,177
+361
263
$1.76M 0.06%
6,772
+3,603
264
$1.74M 0.06%
16,547
-767
265
$1.74M 0.06%
14,377
-1,343
266
$1.69M 0.06%
11,092
+418
267
$1.67M 0.06%
31,632
-979
268
$1.67M 0.06%
68,971
-3,541
269
$1.65M 0.06%
7,953
+862
270
$1.64M 0.06%
8,105
-311
271
$1.64M 0.06%
41,877
+14,968
272
$1.64M 0.06%
17,079
+203
273
$1.64M 0.06%
44,872
+3,496
274
$1.63M 0.05%
18,622
-22,688
275
$1.62M 0.05%
67,899
-1,365
9 10
11
12 13