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
1151
$47K ﹤0.01%
100
1152
$46.7K ﹤0.01%
335
-210
1153
$46.5K ﹤0.01%
2,271
-160
1154
$46.4K ﹤0.01%
4,394
+39
1155
$46.1K ﹤0.01%
1,595
1156
$46K ﹤0.01%
3,725
-132
1157
$45.9K ﹤0.01%
3,822
+1,608
1158
$45.7K ﹤0.01%
+1,288
1159
$45.5K ﹤0.01%
+800
1160
$45K ﹤0.01%
4,275
1161
$44.8K ﹤0.01%
363
+2
1162
$44.6K ﹤0.01%
300
1163
$44.6K ﹤0.01%
700
1164
$44.3K ﹤0.01%
2,020
-1
1165
$44.3K ﹤0.01%
+6,687
1166
$44.1K ﹤0.01%
856
1167
$44.1K ﹤0.01%
7,880
1168
$44.1K ﹤0.01%
1,200
1169
$44K ﹤0.01%
999
-7
1170
$44K ﹤0.01%
256
+225
1171
$43.9K ﹤0.01%
28
-361
1172
$43.8K ﹤0.01%
1,444
-74
1173
$43.6K ﹤0.01%
605
+500
1174
$43.5K ﹤0.01%
924
+420
1175
$43.2K ﹤0.01%
2,100
45 46
47
48 49