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
1176
$43K ﹤0.01%
10,360
1177
$42.9K ﹤0.01%
373
+5
1178
$42.9K ﹤0.01%
7,000
1179
$42.9K ﹤0.01%
1,093
+657
1180
$42.9K ﹤0.01%
553
-261
1181
$42.9K ﹤0.01%
10,535
+358
1182
$42.5K ﹤0.01%
1,172
+806
1183
$42.4K ﹤0.01%
424
1184
$42.1K ﹤0.01%
1,100
-40
1185
$42.1K ﹤0.01%
320
-20
1186
$42K ﹤0.01%
1,697
1187
$41.9K ﹤0.01%
161
+1
1188
$41.9K ﹤0.01%
2,806
1189
$41.8K ﹤0.01%
4,505
+1,215
1190
$41.3K ﹤0.01%
538
-495
1191
$41.3K ﹤0.01%
2,180
1192
$41.3K ﹤0.01%
494
-105
1193
$41.2K ﹤0.01%
859
1194
$40.9K ﹤0.01%
345
+9
1195
$40.9K ﹤0.01%
254
1196
$40.9K ﹤0.01%
3,480
1197
$40.8K ﹤0.01%
701
-58
1198
$40.8K ﹤0.01%
86
-1
1199
$40.7K ﹤0.01%
2,499
-1
1200
$40.7K ﹤0.01%
2,267
46 47
48
49 50