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
1001
$75.7K ﹤0.01%
9,455
1002
$75.2K ﹤0.01%
865
+51
1003
$74.9K ﹤0.01%
1,545
-32
1004
$74.9K ﹤0.01%
949
+107
1005
$74.6K ﹤0.01%
1,865
+1,601
1006
$74.5K ﹤0.01%
1,022
+892
1007
$73.9K ﹤0.01%
460
+121
1008
$73.8K ﹤0.01%
+2,000
1009
$73.6K ﹤0.01%
1,883
-697
1010
$73.6K ﹤0.01%
3,740
1011
$73.5K ﹤0.01%
5,204
+123
1012
$73.5K ﹤0.01%
1,660
+600
1013
$73.2K ﹤0.01%
8,200
1014
$73.1K ﹤0.01%
10,200
1015
$73.1K ﹤0.01%
5,185
+310
1016
$73K ﹤0.01%
1,279
+2
1017
$73K ﹤0.01%
800
1018
$72.8K ﹤0.01%
3,903
-60
1019
$72.5K ﹤0.01%
4,668
1020
$72.5K ﹤0.01%
8,311
+6,140
1021
$72.3K ﹤0.01%
816
+800
1022
$72.2K ﹤0.01%
3,486
-526
1023
$72K ﹤0.01%
601
-202
1024
$71.5K ﹤0.01%
513
+2
1025
$71.5K ﹤0.01%
4,250
39 40
41
42 43