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
976
$81.5K ﹤0.01%
1,289
977
$81.5K ﹤0.01%
2,194
-11
978
$81.3K ﹤0.01%
1,078
-477
979
$81.2K ﹤0.01%
7,000
980
$81K ﹤0.01%
1,536
-220
981
$80.8K ﹤0.01%
1,100
+85
982
$80.7K ﹤0.01%
202
-1,132
983
$80.1K ﹤0.01%
1,536
+6
984
$79.6K ﹤0.01%
1,128
-495
985
$79.5K ﹤0.01%
881
986
$79.5K ﹤0.01%
1,671
-768
987
$79.3K ﹤0.01%
768
988
$79.2K ﹤0.01%
303
-10
989
$78.7K ﹤0.01%
3,105
990
$78.4K ﹤0.01%
877
991
$78K ﹤0.01%
6,722
+150
992
$77.9K ﹤0.01%
2,923
993
$77.6K ﹤0.01%
467
+27
994
$77.5K ﹤0.01%
1,800
995
$77.3K ﹤0.01%
1,529
+820
996
$77.2K ﹤0.01%
5,248
-1,798
997
$76.9K ﹤0.01%
957
+7
998
$76.4K ﹤0.01%
1,523
-92
999
$76.1K ﹤0.01%
3,400
-237
1000
$76.1K ﹤0.01%
1,156
-12
38 39
40
41 42