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
101
$6.2M 0.21%
118,329
-3,600
102
$6.19M 0.21%
21,863
-834
103
$6.03M 0.2%
27,307
+4,362
104
$6M 0.2%
143,737
-2,448
105
$5.97M 0.2%
73,956
-2,589
106
$5.8M 0.2%
59,511
+1,775
107
$5.79M 0.2%
19,025
-16,664
108
$5.79M 0.2%
60,607
+170
109
$5.73M 0.19%
28,867
-939
110
$5.72M 0.19%
88,295
-1,846
111
$5.59M 0.19%
28,223
-181
112
$5.5M 0.19%
155,131
-1,349
113
$5.33M 0.18%
64,149
+14,602
114
$5.28M 0.18%
26,747
+494
115
$5.09M 0.17%
18,613
-17,352
116
$4.98M 0.17%
84,143
+3,598
117
$4.98M 0.17%
21,591
-7,897
118
$4.94M 0.17%
29,480
-6,822
119
$4.81M 0.16%
58,048
-6,451
120
$4.78M 0.16%
73,425
+72,992
121
$4.75M 0.16%
31,001
+1,632
122
$4.62M 0.16%
27,150
-25,258
123
$4.58M 0.15%
25,538
-986
124
$4.52M 0.15%
46,079
+19,649
125
$4.47M 0.15%
35,452
-1,250
3 4
5
6 7