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
1076
$59.9K ﹤0.01%
1,501
+1,075
1077
$59.7K ﹤0.01%
1,320
+500
1078
$59.6K ﹤0.01%
+681
1079
$59.5K ﹤0.01%
465
+2
1080
$59.5K ﹤0.01%
310
1081
$59.5K ﹤0.01%
683
-2
1082
$59.2K ﹤0.01%
1,216
1083
$59.1K ﹤0.01%
3,535
+1,080
1084
$58.9K ﹤0.01%
1,952
1085
$58.5K ﹤0.01%
572
1086
$58.3K ﹤0.01%
2,620
1087
$58.3K ﹤0.01%
1,480
-535
1088
$58K ﹤0.01%
926
-6
1089
$58K ﹤0.01%
904
-51
1090
$57.9K ﹤0.01%
3,206
-22,299
1091
$57.3K ﹤0.01%
6,500
1092
$57.3K ﹤0.01%
4,080
-702
1093
$57.1K ﹤0.01%
916
1094
$57.1K ﹤0.01%
408
+100
1095
$56.8K ﹤0.01%
4,837
1096
$56.4K ﹤0.01%
2,790
1097
$56.1K ﹤0.01%
975
1098
$56.1K ﹤0.01%
700
+150
1099
$55.9K ﹤0.01%
531
+441
1100
$55.9K ﹤0.01%
1,656
42 43
44
45 46