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
526
$478K 0.02%
6,336
527
$476K 0.02%
4,063
+11
528
$474K 0.02%
6,658
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529
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531
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17,414
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533
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534
$467K 0.02%
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535
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27,950
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536
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2,423
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537
$458K 0.02%
22,584
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538
$457K 0.02%
7,053
539
$457K 0.02%
4,769
540
$454K 0.02%
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541
$454K 0.02%
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545
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$446K 0.02%
7,028
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547
$446K 0.02%
705
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548
$444K 0.02%
16,088
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549
$444K 0.02%
4,336
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550
$440K 0.01%
2,044
-8
20 21
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