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
951
$87.7K ﹤0.01%
1,926
-143
952
$87.5K ﹤0.01%
7,796
+2,518
953
$87.2K ﹤0.01%
1,489
+350
954
$86.9K ﹤0.01%
2,300
955
$86.6K ﹤0.01%
2,065
956
$86.2K ﹤0.01%
2,500
957
$86K ﹤0.01%
2,686
+1,271
958
$85.4K ﹤0.01%
492
959
$85.2K ﹤0.01%
1,400
960
$85.1K ﹤0.01%
1,500
961
$85K ﹤0.01%
405
-230
962
$84.1K ﹤0.01%
1,810
-86
963
$84.1K ﹤0.01%
1,660
+999
964
$83.9K ﹤0.01%
13,761
-5,598
965
$83.6K ﹤0.01%
424
-3,928
966
$83.4K ﹤0.01%
4,193
+5
967
$83.3K ﹤0.01%
2,714
968
$83.3K ﹤0.01%
1,000
969
$82.9K ﹤0.01%
1,392
+106
970
$82.6K ﹤0.01%
4,726
971
$82.4K ﹤0.01%
11,000
972
$82K ﹤0.01%
4,288
-25
973
$82K ﹤0.01%
1,041
-29
974
$81.9K ﹤0.01%
854
975
$81.7K ﹤0.01%
3,741
+1
37 38
39
40 41