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
76
$8.6M 0.29%
35,028
+1,017
77
$8.53M 0.29%
17,245
+1,183
78
$8.38M 0.28%
29,886
+2,847
79
$8.37M 0.28%
55,207
-3,205
80
$8.36M 0.28%
128,964
-1,905
81
$8.25M 0.28%
40,093
-4,855
82
$8.23M 0.28%
292,224
+5,925
83
$8.18M 0.28%
7,870
+348
84
$7.89M 0.27%
5,532
+5,309
85
$7.87M 0.27%
40,595
-389
86
$7.57M 0.26%
27,934
-2,814
87
$7.29M 0.25%
58,749
-2,904
88
$7.21M 0.24%
153,016
+8,787
89
$6.94M 0.23%
18,084
+275
90
$6.9M 0.23%
89,925
-2,535
91
$6.87M 0.23%
88,541
+7,598
92
$6.84M 0.23%
26,141
-8,646
93
$6.83M 0.23%
142,707
-828
94
$6.75M 0.23%
113,366
+5,563
95
$6.67M 0.22%
58,714
+8,750
96
$6.41M 0.22%
13,770
-544
97
$6.34M 0.21%
10,846
+1,949
98
$6.33M 0.21%
110,004
+4,913
99
$6.33M 0.21%
16,178
+4,484
100
$6.31M 0.21%
68,222
+1,622
2 3
4
5 6