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
401
$869K 0.03%
11,932
+178
402
$862K 0.03%
21,653
-673
403
$858K 0.03%
12,427
+81
404
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4,120
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405
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29,234
-2,521
406
$846K 0.03%
19,080
+15,494
407
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9,368
-1,016
408
$841K 0.03%
27,175
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409
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7,130
+1,669
410
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7,658
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411
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6,796
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412
$834K 0.03%
20,093
413
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11,647
+1,354
414
$833K 0.03%
13,353
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415
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10,722
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416
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417
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34,849
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418
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9,872
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419
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35,916
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420
$808K 0.03%
3,320
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421
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-3,776
422
$807K 0.03%
9,126
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423
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7,175
+7,045
424
$802K 0.03%
7,452
-2,110
425
$798K 0.03%
1,773
+690
15 16
17
18 19