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
1126
$51.1K ﹤0.01%
+331
1127
$51K ﹤0.01%
724
1128
$50.6K ﹤0.01%
517
-41,291
1129
$50.6K ﹤0.01%
4,000
1130
$50.5K ﹤0.01%
2,869
+222
1131
$50.1K ﹤0.01%
516
1132
$50.1K ﹤0.01%
1,135
-191
1133
$49.9K ﹤0.01%
2,060
-9
1134
$49.4K ﹤0.01%
5,670
+620
1135
$49.4K ﹤0.01%
255
+28
1136
$49.4K ﹤0.01%
198
-1
1137
$49.2K ﹤0.01%
585
-667
1138
$49.1K ﹤0.01%
778
+451
1139
$49K ﹤0.01%
13,000
1140
$49K ﹤0.01%
700
1141
$49K ﹤0.01%
1,335
+830
1142
$48.7K ﹤0.01%
2,399
+765
1143
$48.6K ﹤0.01%
373
-124
1144
$48.6K ﹤0.01%
150
1145
$48.3K ﹤0.01%
1,147
1146
$48.3K ﹤0.01%
500
-162
1147
$48.2K ﹤0.01%
744
-79
1148
$48.2K ﹤0.01%
1,100
-1,050
1149
$48.1K ﹤0.01%
3,302
+2
1150
$47.3K ﹤0.01%
350
-130
44 45
46
47 48