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
26
$22.8M 0.77%
397,610
-10,133
27
$22.2M 0.75%
65,153
-8,621
28
$21.9M 0.74%
383,197
-8,309
29
$21.9M 0.74%
161,537
-17,205
30
$20.6M 0.7%
118,256
+1,696
31
$20.5M 0.69%
262,293
+5,389
32
$19.9M 0.67%
94,149
-4,332
33
$19.4M 0.65%
51,646
-5
34
$19M 0.64%
197,914
+880
35
$18.1M 0.61%
34,325
+5,861
36
$18M 0.61%
136,708
-7,611
37
$17.8M 0.6%
38,636
+4,285
38
$15.5M 0.52%
92,480
-4,041
39
$15.4M 0.52%
31,648
-89
40
$15.3M 0.52%
55,666
-7,322
41
$15M 0.51%
127,885
+3,624
42
$15M 0.5%
240,495
-6,686
43
$14.4M 0.49%
203,080
+92,110
44
$13.9M 0.47%
148,610
-1,764
45
$13.4M 0.45%
33,106
+2,241
46
$13.2M 0.44%
155,944
+27,326
47
$12.8M 0.43%
159,132
+34,050
48
$12.3M 0.42%
147,647
-2,061
49
$12.3M 0.42%
163,919
+18,871
50
$12.3M 0.42%
105,319
-1,042
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