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
926
$94.5K ﹤0.01%
4,400
927
$94.3K ﹤0.01%
907
-63
928
$94.2K ﹤0.01%
376
+303
929
$94.2K ﹤0.01%
4,875
930
$93.1K ﹤0.01%
432
+6
931
$92.9K ﹤0.01%
1,098
-765
932
$92.7K ﹤0.01%
4,897
+1
933
$92.6K ﹤0.01%
1,261
934
$91.7K ﹤0.01%
3,556
+2
935
$91.5K ﹤0.01%
5,400
936
$91.4K ﹤0.01%
1,118
+8
937
$91.3K ﹤0.01%
7,007
+5,000
938
$90.6K ﹤0.01%
9,004
+210
939
$90K ﹤0.01%
4,994
-300
940
$90K ﹤0.01%
6,566
941
$89.4K ﹤0.01%
1,140
-2,039
942
$89.3K ﹤0.01%
6,580
+1,510
943
$89.1K ﹤0.01%
1,331
+1,206
944
$89K ﹤0.01%
7,842
945
$88.6K ﹤0.01%
1,229
946
$88.6K ﹤0.01%
1,220
+247
947
$88.4K ﹤0.01%
851
+286
948
$88.3K ﹤0.01%
2,376
949
$88K ﹤0.01%
925
950
$87.9K ﹤0.01%
1,870
+1,408
36 37
38
39 40