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
1051
$65.6K ﹤0.01%
1,006
+5
1052
$65.1K ﹤0.01%
357
1053
$64.9K ﹤0.01%
107
-13
1054
$64.9K ﹤0.01%
1,875
1055
$64.8K ﹤0.01%
6,267
1056
$64.6K ﹤0.01%
1,658
+14
1057
$64.2K ﹤0.01%
2,075
+221
1058
$64K ﹤0.01%
638
-15,350
1059
$63.8K ﹤0.01%
1,363
1060
$63.8K ﹤0.01%
1,050
1061
$63.7K ﹤0.01%
401
+291
1062
$63.5K ﹤0.01%
9,725
+1,886
1063
$63.5K ﹤0.01%
2,919
1064
$63.4K ﹤0.01%
+2,732
1065
$62.9K ﹤0.01%
387
1066
$62.8K ﹤0.01%
1,034
-3,609
1067
$61.8K ﹤0.01%
749
-23
1068
$61.3K ﹤0.01%
8,630
+6,230
1069
$60.9K ﹤0.01%
800
1070
$60.9K ﹤0.01%
1,750
-607
1071
$60.7K ﹤0.01%
543
1072
$60.7K ﹤0.01%
1,834
-588
1073
$60.3K ﹤0.01%
4,905
+327
1074
$60.3K ﹤0.01%
972
-46
1075
$60.1K ﹤0.01%
1,334
-604
41 42
43
44 45