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
326
$1.26M 0.04%
20,034
-892
327
$1.24M 0.04%
4,478
+11
328
$1.23M 0.04%
12,271
+211
329
$1.22M 0.04%
290
-147
330
$1.22M 0.04%
17,864
+1
331
$1.22M 0.04%
5,904
+3,756
332
$1.22M 0.04%
4,616
-55
333
$1.22M 0.04%
5,465
+2,745
334
$1.22M 0.04%
3,298
+78
335
$1.21M 0.04%
24,142
-32
336
$1.21M 0.04%
46,519
-310
337
$1.2M 0.04%
+31,100
338
$1.2M 0.04%
14,265
+5,479
339
$1.19M 0.04%
11,447
+68
340
$1.19M 0.04%
23,327
-2,121
341
$1.19M 0.04%
8,797
+8,776
342
$1.18M 0.04%
11,372
+5,380
343
$1.18M 0.04%
10,879
-350
344
$1.18M 0.04%
6,236
+123
345
$1.17M 0.04%
2,097
+95
346
$1.16M 0.04%
6,358
+6,326
347
$1.16M 0.04%
22,689
348
$1.15M 0.04%
31,947
349
$1.14M 0.04%
24,095
+19,240
350
$1.13M 0.04%
16,058
-60
12 13
14
15 16