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
426
$783K 0.03%
40,773
-7,260
427
$782K 0.03%
20,545
-6,505
428
$780K 0.03%
12,330
429
$775K 0.03%
5,740
-126
430
$775K 0.03%
7,646
-590
431
$773K 0.03%
10,879
-5
432
$770K 0.03%
4,324
+824
433
$769K 0.03%
6,093
-133
434
$762K 0.03%
15,330
+1,592
435
$758K 0.03%
13,001
-1,046
436
$752K 0.03%
4,828
+472
437
$752K 0.03%
6,043
+5,745
438
$739K 0.02%
6,411
-253
439
$739K 0.02%
17,356
+14,347
440
$732K 0.02%
4,892
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441
$731K 0.02%
47,560
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442
$723K 0.02%
19,104
+2,280
443
$723K 0.02%
7,069
-9,413
444
$722K 0.02%
6,578
+3,453
445
$722K 0.02%
11,813
+1,242
446
$721K 0.02%
17,491
+446
447
$719K 0.02%
9,842
+510
448
$719K 0.02%
4,996
+4,928
449
$718K 0.02%
19,455
450
$711K 0.02%
2,954
+2,846
16 17
18
19 20