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
1251
$34.9K ﹤0.01%
303
-65
1252
$34.9K ﹤0.01%
961
-4
1253
$34.8K ﹤0.01%
94
-8
1254
$34.8K ﹤0.01%
593
1255
$34.6K ﹤0.01%
716
+16
1256
$34.5K ﹤0.01%
662
1257
$34.5K ﹤0.01%
976
+80
1258
$34.3K ﹤0.01%
+1,200
1259
$34.2K ﹤0.01%
834
-519
1260
$34K ﹤0.01%
1,400
1261
$34K ﹤0.01%
1,825
+27
1262
$33.9K ﹤0.01%
296
1263
$33.7K ﹤0.01%
550
-312
1264
$33.7K ﹤0.01%
139
-137
1265
$33.6K ﹤0.01%
1,400
-3,138
1266
$33.5K ﹤0.01%
390
+9
1267
$33.5K ﹤0.01%
8,080
1268
$33.4K ﹤0.01%
1,425
-3,228
1269
$32.9K ﹤0.01%
929
+19
1270
$32.9K ﹤0.01%
333
-62
1271
$32.5K ﹤0.01%
202
-30
1272
$32.3K ﹤0.01%
365
+5
1273
$32.3K ﹤0.01%
+701
1274
$32.2K ﹤0.01%
+3,001
1275
$32.2K ﹤0.01%
19
-4
49 50
51
52 53