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
301
$1.4M 0.05%
4,843
-9,814
302
$1.39M 0.05%
10,200
-2,185
303
$1.39M 0.05%
5,579
-1,619
304
$1.39M 0.05%
53,509
+286
305
$1.38M 0.05%
24,474
+2,767
306
$1.38M 0.05%
26,002
-6,140
307
$1.37M 0.05%
16,840
+2,990
308
$1.37M 0.05%
140
+110
309
$1.37M 0.05%
15,049
+35
310
$1.37M 0.05%
28,070
+1,349
311
$1.34M 0.05%
60,007
-16,124
312
$1.32M 0.04%
30,405
313
$1.32M 0.04%
4,385
-8,998
314
$1.32M 0.04%
34,872
-722
315
$1.3M 0.04%
5,096
-15,982
316
$1.3M 0.04%
4,753
+3,276
317
$1.3M 0.04%
24,700
+198
318
$1.3M 0.04%
22,900
+3,106
319
$1.29M 0.04%
7,407
+36
320
$1.29M 0.04%
30,780
-16,935
321
$1.29M 0.04%
168,481
+220
322
$1.27M 0.04%
11,579
-1,503
323
$1.27M 0.04%
43,561
-68,657
324
$1.26M 0.04%
28,950
-3,350
325
$1.26M 0.04%
11,612
-1,568
11 12
13
14 15