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
1226
$37.5K ﹤0.01%
3,535
-23,189
1227
$37.4K ﹤0.01%
699
+158
1228
$37.3K ﹤0.01%
1,557
+102
1229
$37.2K ﹤0.01%
2,115
+225
1230
$37.1K ﹤0.01%
6,810
+6,171
1231
$37.1K ﹤0.01%
300
1232
$37K ﹤0.01%
4,510
-90
1233
$37K ﹤0.01%
+2,001
1234
$36.9K ﹤0.01%
1,545
1235
$36.9K ﹤0.01%
1,966
-5
1236
$36.7K ﹤0.01%
4,813
-867
1237
$36.5K ﹤0.01%
331
-40
1238
$36.4K ﹤0.01%
2,244
+1,644
1239
$36.3K ﹤0.01%
267
-108
1240
$36.1K ﹤0.01%
549
-501
1241
$36.1K ﹤0.01%
137
1242
$35.9K ﹤0.01%
4,482
1243
$35.6K ﹤0.01%
1,786
1244
$35.5K ﹤0.01%
458
1245
$35.4K ﹤0.01%
650
1246
$35.3K ﹤0.01%
915
+750
1247
$35.2K ﹤0.01%
316
+200
1248
$35.2K ﹤0.01%
+1,413
1249
$35.1K ﹤0.01%
19,820
+100
1250
$34.9K ﹤0.01%
1,153
-162
48 49
50
51 52