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
501
$537K 0.02%
23,979
-4,228
502
$533K 0.02%
6,610
-3,775
503
$525K 0.02%
6,737
-182
504
$524K 0.02%
9,763
+601
505
$524K 0.02%
64,947
+18,727
506
$523K 0.02%
14,036
-2,859
507
$517K 0.02%
18,648
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508
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4,029
+2
509
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2,231
-317
510
$513K 0.02%
1,569
-238
511
$512K 0.02%
13,360
512
$510K 0.02%
11,288
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513
$506K 0.02%
4,968
+4,150
514
$506K 0.02%
26,538
-719
515
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7,668
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516
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517
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41,993
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518
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12,530
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519
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520
$484K 0.02%
3,537
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521
$483K 0.02%
2,897
+192
522
$483K 0.02%
6,818
+2
523
$480K 0.02%
3,010
+1,012
524
$480K 0.02%
7,155
525
$479K 0.02%
11,130
+1
19 20
21
22 23