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
276
$1.62M 0.05%
29,445
+2,082
277
$1.62M 0.05%
27,197
-31,247
278
$1.62M 0.05%
100,638
+6,536
279
$1.61M 0.05%
44,674
+43,943
280
$1.6M 0.05%
49,549
-10,927
281
$1.56M 0.05%
7,269
-15,052
282
$1.55M 0.05%
30,804
+2,698
283
$1.55M 0.05%
13,069
+2,319
284
$1.55M 0.05%
34,418
-1,128
285
$1.55M 0.05%
1,856
+208
286
$1.54M 0.05%
15,572
+2,557
287
$1.53M 0.05%
73,212
-607
288
$1.51M 0.05%
43,506
+3,671
289
$1.5M 0.05%
17,506
+17,494
290
$1.48M 0.05%
13,524
+6,399
291
$1.48M 0.05%
11,317
+9
292
$1.47M 0.05%
44,369
-4
293
$1.46M 0.05%
11,401
+163
294
$1.46M 0.05%
14,793
-26,704
295
$1.44M 0.05%
41,155
-1,059
296
$1.42M 0.05%
33,786
-2,569
297
$1.42M 0.05%
5,220
-230
298
$1.41M 0.05%
21,099
-17,936
299
$1.41M 0.05%
2,482
-17
300
$1.41M 0.05%
1,489
-221
10 11
12
13 14