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
1426
$21K ﹤0.01%
496
-179
1427
$21K ﹤0.01%
559
-558
1428
$20.8K ﹤0.01%
202
+2
1429
$20.8K ﹤0.01%
2,818
-1,260
1430
$20.7K ﹤0.01%
1,618
-2,940
1431
$20.6K ﹤0.01%
425
1432
$20.6K ﹤0.01%
300
1433
$20.4K ﹤0.01%
1,600
-9
1434
$20.2K ﹤0.01%
491
-490
1435
$20.2K ﹤0.01%
644
+142
1436
$20.1K ﹤0.01%
500
1437
$20.1K ﹤0.01%
500
1438
$19.9K ﹤0.01%
224
+8
1439
$19.9K ﹤0.01%
137
-31
1440
$19.9K ﹤0.01%
160
+1
1441
$19.9K ﹤0.01%
1,000
-38
1442
$19.8K ﹤0.01%
246
+109
1443
$19.8K ﹤0.01%
3,509
+95
1444
$19.8K ﹤0.01%
349
1445
$19.7K ﹤0.01%
197
-42
1446
$19.6K ﹤0.01%
114
+4
1447
$19.6K ﹤0.01%
+200
1448
$19.5K ﹤0.01%
657
1449
$19.5K ﹤0.01%
410
1450
$19.4K ﹤0.01%
424
56 57
58
59 60