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
1326
$28.7K ﹤0.01%
192
+1
1327
$28.6K ﹤0.01%
1,189
+4
1328
$28.5K ﹤0.01%
438
-296
1329
$28.3K ﹤0.01%
149
-6
1330
$28.2K ﹤0.01%
4,810
+73
1331
$28.2K ﹤0.01%
3,451
1332
$28K ﹤0.01%
331
-33,166
1333
$28K ﹤0.01%
681
-70
1334
$27.7K ﹤0.01%
945
+21
1335
$27.7K ﹤0.01%
3,286
1336
$27.5K ﹤0.01%
197
-32
1337
$27.5K ﹤0.01%
1,035
1338
$27.3K ﹤0.01%
143
+1
1339
$27.2K ﹤0.01%
1,503
-523
1340
$27.1K ﹤0.01%
1,796
1341
$27.1K ﹤0.01%
1,161
+552
1342
$27K ﹤0.01%
114
1343
$26.9K ﹤0.01%
252
1344
$26.9K ﹤0.01%
357
-1,800
1345
$26.9K ﹤0.01%
569
1346
$26.8K ﹤0.01%
443
-22
1347
$26.7K ﹤0.01%
7,430
+1,010
1348
$26.6K ﹤0.01%
1,300
1349
$26.6K ﹤0.01%
905
+9
1350
$26.6K ﹤0.01%
610
+41
52 53
54
55 56