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
1401
$22.9K ﹤0.01%
150
+50
1402
$22.9K ﹤0.01%
488
-15
1403
$22.8K ﹤0.01%
198
1404
$22.6K ﹤0.01%
218
+9
1405
$22.6K ﹤0.01%
596
+85
1406
$22.4K ﹤0.01%
466
-1,899
1407
$22.3K ﹤0.01%
76
-22
1408
$22.3K ﹤0.01%
300
1409
$22.3K ﹤0.01%
541
+3
1410
$22.3K ﹤0.01%
51
-12
1411
$22.2K ﹤0.01%
1,625
+435
1412
$21.8K ﹤0.01%
2,087
+300
1413
$21.8K ﹤0.01%
200
1414
$21.8K ﹤0.01%
519
1415
$21.7K ﹤0.01%
65
+1
1416
$21.7K ﹤0.01%
1,817
-403
1417
$21.5K ﹤0.01%
200
1418
$21.5K ﹤0.01%
127
1419
$21.5K ﹤0.01%
235
1420
$21.4K ﹤0.01%
1,043
-683
1421
$21.4K ﹤0.01%
2,000
1422
$21.3K ﹤0.01%
684
-152
1423
$21.2K ﹤0.01%
475
1424
$21.2K ﹤0.01%
100
1425
$21.1K ﹤0.01%
273
-50
55 56
57
58 59