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
1201
$40.5K ﹤0.01%
209
-8
1202
$40.3K ﹤0.01%
928
1203
$40.3K ﹤0.01%
192
1204
$40.1K ﹤0.01%
560
-38
1205
$39.5K ﹤0.01%
2,360
+37
1206
$39.5K ﹤0.01%
1,033
1207
$39.3K ﹤0.01%
468
+104
1208
$39.2K ﹤0.01%
3,500
+1,500
1209
$39.2K ﹤0.01%
1,287
-695
1210
$38.8K ﹤0.01%
1,030
1211
$38.6K ﹤0.01%
402
-280
1212
$38.4K ﹤0.01%
5,407
-117
1213
$38.4K ﹤0.01%
292
-46
1214
$38.2K ﹤0.01%
610
1215
$38.1K ﹤0.01%
9,519
1216
$38.1K ﹤0.01%
+371
1217
$38K ﹤0.01%
1,650
1218
$37.9K ﹤0.01%
780
+667
1219
$37.8K ﹤0.01%
751
+8
1220
$37.8K ﹤0.01%
797
-45
1221
$37.8K ﹤0.01%
523
+23
1222
$37.8K ﹤0.01%
171
-68
1223
$37.7K ﹤0.01%
349
+74
1224
$37.6K ﹤0.01%
8,000
1225
$37.6K ﹤0.01%
1,800
-14,412
47 48
49
50 51