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
876
$114K ﹤0.01%
17,464
877
$113K ﹤0.01%
843
+358
878
$113K ﹤0.01%
2,075
-1,160
879
$113K ﹤0.01%
8,630
+1,390
880
$113K ﹤0.01%
501
+22
881
$112K ﹤0.01%
2,089
882
$112K ﹤0.01%
1,356
+3
883
$111K ﹤0.01%
11,344
884
$111K ﹤0.01%
13,368
+171
885
$110K ﹤0.01%
2,095
886
$109K ﹤0.01%
3,121
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887
$109K ﹤0.01%
670
-987
888
$109K ﹤0.01%
7,406
-5,210
889
$109K ﹤0.01%
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890
$108K ﹤0.01%
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$108K ﹤0.01%
697
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$108K ﹤0.01%
604
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$108K ﹤0.01%
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$107K ﹤0.01%
2,097
-4,897
895
$107K ﹤0.01%
8,300
896
$107K ﹤0.01%
305
+1
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$106K ﹤0.01%
5,710
898
$105K ﹤0.01%
331
-18
899
$105K ﹤0.01%
2,600
-30,742
900
$105K ﹤0.01%
7,310
-4,857
34 35
36
37 38