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
1101
$55.6K ﹤0.01%
2,319
+53
1102
$55.1K ﹤0.01%
3,750
+975
1103
$54.8K ﹤0.01%
1,245
1104
$54.8K ﹤0.01%
1,025
+89
1105
$54.4K ﹤0.01%
381
+56
1106
$54.1K ﹤0.01%
5,058
+1,501
1107
$53.8K ﹤0.01%
1,192
-102
1108
$53.7K ﹤0.01%
300
1109
$53.6K ﹤0.01%
384
+1
1110
$53.6K ﹤0.01%
1,205
-90
1111
$53.6K ﹤0.01%
401
1112
$53.6K ﹤0.01%
1,049
+39
1113
$53.3K ﹤0.01%
17
1114
$53.3K ﹤0.01%
2,944
-9
1115
$53.2K ﹤0.01%
1,000
1116
$53.1K ﹤0.01%
1,085
-1,977
1117
$52.7K ﹤0.01%
+29,800
1118
$52.4K ﹤0.01%
392
-208
1119
$52.3K ﹤0.01%
1,161
+25
1120
$52.3K ﹤0.01%
705
+605
1121
$52.2K ﹤0.01%
1,481
+196
1122
$52K ﹤0.01%
1,336
1123
$51.9K ﹤0.01%
4,000
1124
$51.9K ﹤0.01%
408
+14
1125
$51.7K ﹤0.01%
1,749
-500
43 44
45
46 47