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
1351
$26.6K ﹤0.01%
+3,002
1352
$26.5K ﹤0.01%
+400
1353
$26.5K ﹤0.01%
1,350
-1,533
1354
$26.5K ﹤0.01%
600
-40
1355
$26.5K ﹤0.01%
1,158
1356
$26.5K ﹤0.01%
1,190
1357
$26.2K ﹤0.01%
76
+16
1358
$26.1K ﹤0.01%
9,568
-2,124
1359
$26.1K ﹤0.01%
+223
1360
$26K ﹤0.01%
139
-12
1361
$26K ﹤0.01%
+5,594
1362
$25.7K ﹤0.01%
500
1363
$25.6K ﹤0.01%
440
1364
$25.6K ﹤0.01%
+5,110
1365
$25.5K ﹤0.01%
2,539
1366
$25.5K ﹤0.01%
530
+500
1367
$25K ﹤0.01%
1,873
+17
1368
$24.9K ﹤0.01%
610
-466
1369
$24.8K ﹤0.01%
49
+17
1370
$24.8K ﹤0.01%
266
1371
$24.7K ﹤0.01%
1,100
1372
$24.7K ﹤0.01%
641
+491
1373
$24.7K ﹤0.01%
335
1374
$24.6K ﹤0.01%
200
1375
$24.6K ﹤0.01%
481
53 54
55
56 57