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
1451
$19.4K ﹤0.01%
+1,758
1452
$19.3K ﹤0.01%
201
+9
1453
$19.2K ﹤0.01%
144
-1
1454
$19K ﹤0.01%
95
1455
$18.9K ﹤0.01%
324
1456
$18.8K ﹤0.01%
20,000
-102
1457
$18.7K ﹤0.01%
814
-49
1458
$18.7K ﹤0.01%
242
-63
1459
$18.7K ﹤0.01%
218
-7
1460
$18.6K ﹤0.01%
1,956
1461
$18.5K ﹤0.01%
225
1462
$18.5K ﹤0.01%
206
1463
$18.4K ﹤0.01%
338
-75
1464
$18.4K ﹤0.01%
2,748
-124
1465
$18.4K ﹤0.01%
3,200
+200
1466
$18.3K ﹤0.01%
1,637
-363
1467
$18.3K ﹤0.01%
522
-5,168
1468
$18.3K ﹤0.01%
412
+112
1469
$18.3K ﹤0.01%
341
1470
$18.2K ﹤0.01%
385
-1,247
1471
$18.1K ﹤0.01%
+400
1472
$17.9K ﹤0.01%
469
-270
1473
$17.8K ﹤0.01%
2,600
-1,826
1474
$17.8K ﹤0.01%
32
-7
1475
$17.6K ﹤0.01%
624
+7
57 58
59
60 61