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
476
$612K 0.02%
7,309
+4,630
477
$612K 0.02%
2,575
+330
478
$612K 0.02%
17,459
+15,269
479
$611K 0.02%
15,058
-2,881
480
$611K 0.02%
16,276
-1,260
481
$608K 0.02%
+17,616
482
$598K 0.02%
15,151
+3
483
$588K 0.02%
1,106
-591
484
$587K 0.02%
2,085
+219
485
$581K 0.02%
48,507
-2,195
486
$580K 0.02%
73,782
+4,995
487
$574K 0.02%
2,380
+148
488
$571K 0.02%
4,493
+9
489
$567K 0.02%
19,951
+994
490
$566K 0.02%
3,061
+121
491
$565K 0.02%
13,909
-2,309
492
$560K 0.02%
14,354
-4,143
493
$559K 0.02%
10,631
-30
494
$558K 0.02%
6,767
+236
495
$558K 0.02%
16,462
-4,755
496
$556K 0.02%
2,018
+2
497
$555K 0.02%
6,342
-312
498
$554K 0.02%
4,981
+2,338
499
$553K 0.02%
6,872
-129
500
$545K 0.02%
4,315
+552
18 19
20
21 22