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
1276
$32.1K ﹤0.01%
+2,000
1277
$32.1K ﹤0.01%
55
-14
1278
$32.1K ﹤0.01%
109
+4
1279
$32.1K ﹤0.01%
4,798
+1
1280
$31.9K ﹤0.01%
6,010
+1,339
1281
$31.8K ﹤0.01%
978
+189
1282
$31.8K ﹤0.01%
404
1283
$31.8K ﹤0.01%
146
+85
1284
$31.7K ﹤0.01%
400
1285
$31.7K ﹤0.01%
576
+94
1286
$31.6K ﹤0.01%
1,597
+85
1287
$31.5K ﹤0.01%
22,200
-1,500
1288
$31.4K ﹤0.01%
3,843
1289
$31.3K ﹤0.01%
528
-61
1290
$31.3K ﹤0.01%
672
+3
1291
$31.2K ﹤0.01%
3,009
-13,191
1292
$31.1K ﹤0.01%
1,100
-701
1293
$31K ﹤0.01%
450
1294
$31K ﹤0.01%
939
1295
$31K ﹤0.01%
485
1296
$30.9K ﹤0.01%
220,500
-3,673
1297
$30.8K ﹤0.01%
15
-5
1298
$30.7K ﹤0.01%
1,007
+7
1299
$30.6K ﹤0.01%
3,745
1300
$30.6K ﹤0.01%
864
-516
50 51
52
53 54