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
901
$105K ﹤0.01%
1,263
902
$105K ﹤0.01%
1,012
-34
903
$105K ﹤0.01%
380
+3
904
$104K ﹤0.01%
3,331
-302
905
$103K ﹤0.01%
895
+31
906
$102K ﹤0.01%
2,695
-744
907
$102K ﹤0.01%
1,000
-135
908
$101K ﹤0.01%
41,497
+10,355
909
$101K ﹤0.01%
6,996
-1,487
910
$100K ﹤0.01%
1,691
911
$99.6K ﹤0.01%
1,000
912
$99.4K ﹤0.01%
1,974
+198
913
$99.3K ﹤0.01%
6,500
914
$98.6K ﹤0.01%
200
915
$98.3K ﹤0.01%
2,004
916
$98.3K ﹤0.01%
572
+211
917
$98.2K ﹤0.01%
1,285
+80
918
$98K ﹤0.01%
6,374
+3
919
$97.3K ﹤0.01%
10,000
920
$97.2K ﹤0.01%
8,001
-2,700
921
$97.1K ﹤0.01%
3,648
-960
922
$96.7K ﹤0.01%
2,341
-483
923
$96.6K ﹤0.01%
2,391
924
$96.1K ﹤0.01%
1,959
+735
925
$95.6K ﹤0.01%
1,669
-165
35 36
37
38 39