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
51
$11.6M 0.39%
139,707
+12,000
52
$11.6M 0.39%
64,661
+1,684
53
$11.6M 0.39%
120,712
-9,128
54
$11.4M 0.38%
115,771
+1,083
55
$11.4M 0.38%
45,688
+5,181
56
$11.3M 0.38%
210,668
-2,978
57
$11M 0.37%
5,680
-174
58
$11M 0.37%
208,791
+7,131
59
$10.5M 0.36%
61,153
+8,573
60
$10.5M 0.35%
231,990
+41,594
61
$10M 0.34%
33,589
+3,459
62
$9.71M 0.33%
87,883
-1,109
63
$9.71M 0.33%
18,792
-173
64
$9.68M 0.33%
56,626
+6,592
65
$9.59M 0.32%
18,519
+3,596
66
$9.55M 0.32%
47,283
+30,100
67
$9.54M 0.32%
10,670
-898
68
$9.48M 0.32%
30,159
-498
69
$9.36M 0.32%
39,464
-2,376
70
$9.34M 0.32%
12,065
+531
71
$9.31M 0.31%
167,393
-12,018
72
$9.12M 0.31%
103,821
-8,675
73
$9M 0.3%
18,318
+14,006
74
$8.9M 0.3%
49,516
-1,572
75
$8.71M 0.29%
18,723
-1,031
1 2
3
4 5