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
1376
$24.4K ﹤0.01%
159
-14
1377
$24.4K ﹤0.01%
1,640
1378
$24.4K ﹤0.01%
119
+9
1379
$24.4K ﹤0.01%
182
-21
1380
$24.4K ﹤0.01%
1,860
1381
$24.3K ﹤0.01%
622
+206
1382
$24.1K ﹤0.01%
208
1383
$24.1K ﹤0.01%
288
-12
1384
$24K ﹤0.01%
241
1385
$23.9K ﹤0.01%
271
-2,429
1386
$23.9K ﹤0.01%
+2,700
1387
$23.9K ﹤0.01%
1,220
-124
1388
$23.8K ﹤0.01%
1,996
-1,135
1389
$23.6K ﹤0.01%
4,000
1390
$23.6K ﹤0.01%
292
+1
1391
$23.5K ﹤0.01%
646
-783
1392
$23.5K ﹤0.01%
1,810
+9
1393
$23.5K ﹤0.01%
680
1394
$23.4K ﹤0.01%
824
-308
1395
$23.3K ﹤0.01%
820
-319
1396
$23.3K ﹤0.01%
411
-68
1397
$23.3K ﹤0.01%
500
1398
$23.2K ﹤0.01%
1,817
-63,700
1399
$23.1K ﹤0.01%
128
-9
1400
$22.9K ﹤0.01%
1,475
+1,014
54 55
56
57 58