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
726
$202K 0.01%
1,839
+857
727
$201K 0.01%
4,891
-54
728
$198K 0.01%
2,301
-1,652
729
$197K 0.01%
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730
$196K 0.01%
1,206
-10
731
$196K 0.01%
4,290
-1,637
732
$194K 0.01%
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733
$193K 0.01%
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734
$193K 0.01%
9,690
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735
$192K 0.01%
473
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736
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737
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739
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740
$189K 0.01%
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744
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747
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937
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$184K 0.01%
1,970
-9,433
749
$184K 0.01%
4,105
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750
$184K 0.01%
9,425
+1,000
28 29
30
31 32