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
826
$138K ﹤0.01%
11,849
-2,328
827
$138K ﹤0.01%
12,329
828
$137K ﹤0.01%
1,248
-130
829
$137K ﹤0.01%
3,848
-190
830
$137K ﹤0.01%
2,425
+725
831
$136K ﹤0.01%
567
+129
832
$135K ﹤0.01%
10,000
+2,250
833
$135K ﹤0.01%
25,233
-33,243
834
$134K ﹤0.01%
1,167
-600
835
$133K ﹤0.01%
1,102
836
$133K ﹤0.01%
2,072
+790
837
$132K ﹤0.01%
700
838
$132K ﹤0.01%
262
839
$132K ﹤0.01%
3,696
-142
840
$131K ﹤0.01%
1,939
+83
841
$130K ﹤0.01%
19,741
+15,591
842
$129K ﹤0.01%
1,186
-82
843
$129K ﹤0.01%
4,014
+33
844
$128K ﹤0.01%
2,055
845
$125K ﹤0.01%
1,068
846
$124K ﹤0.01%
1,841
+400
847
$123K ﹤0.01%
8,282
-300
848
$122K ﹤0.01%
1,960
849
$122K ﹤0.01%
462
+392
850
$122K ﹤0.01%
2,990
32 33
34
35 36