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
351
$1.13M 0.04%
3,135
+2,649
352
$1.13M 0.04%
9,498
+9,178
353
$1.12M 0.04%
5,601
+828
354
$1.12M 0.04%
32,272
+17,010
355
$1.1M 0.04%
15,265
-2,783
356
$1.1M 0.04%
6,602
-13,023
357
$1.1M 0.04%
2,554
+2,549
358
$1.1M 0.04%
3,894
-29
359
$1.09M 0.04%
10,365
-359
360
$1.09M 0.04%
31,249
-642
361
$1.09M 0.04%
10,103
+9,820
362
$1.08M 0.04%
4,634
-236
363
$1.08M 0.04%
16,555
-2,381
364
$1.07M 0.04%
31,680
+15,980
365
$1.06M 0.04%
+10,226
366
$1.06M 0.04%
25,220
-5,743
367
$1.06M 0.04%
20,292
+1,059
368
$1.05M 0.04%
24,645
+1,875
369
$1.05M 0.04%
7,222
-1,480
370
$1.04M 0.04%
62,631
+6,033
371
$1.03M 0.03%
24,747
-3,941
372
$1.02M 0.03%
32,213
-9,591
373
$1.01M 0.03%
46,085
-5,140
374
$1.01M 0.03%
25,724
-897
375
$999K 0.03%
29,282
+2,206
13 14
15
16 17