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
801
$153K 0.01%
531
-101
802
$152K 0.01%
145
+29
803
$151K 0.01%
1,761
+260
804
$150K 0.01%
1,682
+84
805
$150K 0.01%
1,329
-91
806
$149K 0.01%
8,055
-3,945
807
$149K 0.01%
10,377
-2,570
808
$148K 0.01%
9,860
-2,230
809
$148K 0.01%
2,913
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810
$147K 0.01%
3,768
-1,992
811
$147K 0.01%
3,065
+61
812
$147K 0.01%
404
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813
$147K ﹤0.01%
658
+556
814
$146K ﹤0.01%
4,550
815
$146K ﹤0.01%
3,377
816
$145K ﹤0.01%
2,019
+1,934
817
$145K ﹤0.01%
2,522
-125
818
$142K ﹤0.01%
746
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819
$142K ﹤0.01%
411
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820
$142K ﹤0.01%
3,267
-8,222
821
$141K ﹤0.01%
4,746
+141
822
$140K ﹤0.01%
2,343
-7
823
$140K ﹤0.01%
1,219
-450
824
$139K ﹤0.01%
3,951
+18
825
$139K ﹤0.01%
1,939
+100
31 32
33
34 35