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
676
$254K 0.01%
7,242
+1,019
677
$254K 0.01%
9,862
+4,353
678
$254K 0.01%
+15,790
679
$252K 0.01%
2,301
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680
$251K 0.01%
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681
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682
$249K 0.01%
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683
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5,098
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684
$246K 0.01%
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685
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686
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687
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688
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689
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696
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5,394
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$230K 0.01%
24,500
698
$228K 0.01%
9,393
699
$227K 0.01%
11,207
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$227K 0.01%
6,690
+18
26 27
28
29 30