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
1301
$30.5K ﹤0.01%
428
1302
$30.5K ﹤0.01%
187
-277
1303
$30.4K ﹤0.01%
+540
1304
$30.4K ﹤0.01%
409
1305
$30.3K ﹤0.01%
407
+13
1306
$30.3K ﹤0.01%
399
1307
$30.3K ﹤0.01%
395
-131
1308
$30.3K ﹤0.01%
211
+1
1309
$30.2K ﹤0.01%
633
1310
$30K ﹤0.01%
1,224
1311
$29.9K ﹤0.01%
1,129
1312
$29.7K ﹤0.01%
340
-169
1313
$29.6K ﹤0.01%
1,019
-6,131
1314
$29.6K ﹤0.01%
354
+297
1315
$29.3K ﹤0.01%
585
1316
$29.3K ﹤0.01%
17,767
1317
$29.3K ﹤0.01%
2,240
1318
$29.2K ﹤0.01%
126
-33
1319
$29.2K ﹤0.01%
1,063
+989
1320
$29.1K ﹤0.01%
378
-520
1321
$28.9K ﹤0.01%
159
-22
1322
$28.9K ﹤0.01%
347
+293
1323
$28.9K ﹤0.01%
560
-8
1324
$28.9K ﹤0.01%
3,223
+57
1325
$28.8K ﹤0.01%
300
+100
51 52
53
54 55