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
1026
$71.3K ﹤0.01%
1,419
+92
1027
$71.3K ﹤0.01%
883
+44
1028
$71.2K ﹤0.01%
1,497
-810
1029
$70.3K ﹤0.01%
638
1030
$69.9K ﹤0.01%
738
-151
1031
$69.8K ﹤0.01%
543
+9
1032
$69.8K ﹤0.01%
712
-229
1033
$69.6K ﹤0.01%
1,358
-1,525
1034
$69.5K ﹤0.01%
2,280
1035
$69.5K ﹤0.01%
993
+235
1036
$69.4K ﹤0.01%
184
-15
1037
$69.2K ﹤0.01%
1,115
+7
1038
$69.1K ﹤0.01%
2,323
+1,039
1039
$69K ﹤0.01%
1,032
-20
1040
$68.9K ﹤0.01%
1,040
+415
1041
$68.7K ﹤0.01%
558
1042
$68.6K ﹤0.01%
255
-10
1043
$68.4K ﹤0.01%
1,027
-343
1044
$68.3K ﹤0.01%
2,993
+1,000
1045
$67.9K ﹤0.01%
333
+262
1046
$67.6K ﹤0.01%
836
-100
1047
$66.8K ﹤0.01%
1,365
-605
1048
$66.6K ﹤0.01%
493
+1
1049
$66.5K ﹤0.01%
713
+5
1050
$65.7K ﹤0.01%
458
+320
40 41
42
43 44