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
851
$122K ﹤0.01%
513
-207
852
$121K ﹤0.01%
4,662
+406
853
$121K ﹤0.01%
6,562
854
$120K ﹤0.01%
2,401
+400
855
$120K ﹤0.01%
2,731
+1,093
856
$119K ﹤0.01%
5,146
+25
857
$119K ﹤0.01%
2,674
+17
858
$119K ﹤0.01%
955
859
$119K ﹤0.01%
11,756
860
$119K ﹤0.01%
2,064
861
$119K ﹤0.01%
3,075
862
$118K ﹤0.01%
1,143
-18
863
$118K ﹤0.01%
+18,790
864
$118K ﹤0.01%
23,637
+11
865
$118K ﹤0.01%
9,000
866
$118K ﹤0.01%
17,684
-150
867
$118K ﹤0.01%
2,735
-655
868
$118K ﹤0.01%
3,287
+11
869
$118K ﹤0.01%
1,332
-26
870
$117K ﹤0.01%
2,801
-25
871
$116K ﹤0.01%
5,501
872
$116K ﹤0.01%
10,887
+296
873
$115K ﹤0.01%
1,995
-244
874
$115K ﹤0.01%
3,651
875
$114K ﹤0.01%
18,340
+7,140
33 34
35
36 37