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
576
$393K 0.01%
3,265
+43
577
$389K 0.01%
3,666
-64
578
$388K 0.01%
1,694
+395
579
$387K 0.01%
9,027
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580
$386K 0.01%
8,692
+1,103
581
$386K 0.01%
7,598
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582
$383K 0.01%
9,434
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583
$382K 0.01%
3,722
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584
$381K 0.01%
36,074
+6,123
585
$381K 0.01%
9,352
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586
$380K 0.01%
2,710
-221
587
$378K 0.01%
9,774
588
$378K 0.01%
3,186
+1,351
589
$377K 0.01%
1,636
-42
590
$375K 0.01%
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13,802
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593
$368K 0.01%
15,291
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594
$361K 0.01%
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595
$360K 0.01%
21,611
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596
$360K 0.01%
1,342
-14
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$357K 0.01%
3,684
-850
598
$355K 0.01%
682
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599
$353K 0.01%
13,168
-10,516
600
$353K 0.01%
13,696
-1,088
22 23
24
25 26