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
376
$979K 0.03%
37,588
+13,944
377
$965K 0.03%
1,906
+1,425
378
$961K 0.03%
29,110
+2
379
$957K 0.03%
35,721
-1,047
380
$955K 0.03%
8,653
+8,153
381
$948K 0.03%
5,447
-229
382
$945K 0.03%
12,327
+427
383
$944K 0.03%
1,063
+953
384
$942K 0.03%
16,677
-214
385
$924K 0.03%
25,332
+2
386
$922K 0.03%
7,859
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387
$920K 0.03%
6,122
+731
388
$920K 0.03%
34,127
+171
389
$919K 0.03%
1,485
+1
390
$909K 0.03%
17,578
-1,965
391
$908K 0.03%
10,275
-1,365
392
$907K 0.03%
8,663
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393
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35,453
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394
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3,320
-473
395
$899K 0.03%
24,365
-198
396
$897K 0.03%
7,944
-744
397
$890K 0.03%
32,282
-4,542
398
$888K 0.03%
14,782
+332
399
$872K 0.03%
9,600
-591
400
$871K 0.03%
10,406
-2,053
14 15
16
17 18