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
126
$4.45M 0.15%
30,244
-1,083
127
$4.43M 0.15%
99,135
-14,319
128
$4.34M 0.15%
16,008
+7,211
129
$4.24M 0.14%
53,896
-1,671
130
$4.21M 0.14%
45,260
+196
131
$4.2M 0.14%
10,807
+5,323
132
$4.2M 0.14%
72,889
+12,248
133
$4.17M 0.14%
21,990
-569
134
$4.11M 0.14%
116,118
-6,422
135
$4.1M 0.14%
109,215
+386
136
$4.06M 0.14%
82,236
+11,706
137
$4.01M 0.14%
24,756
-4,529
138
$3.86M 0.13%
34,851
-13,195
139
$3.84M 0.13%
15,587
-11,787
140
$3.78M 0.13%
99,386
-7,497
141
$3.75M 0.13%
35,293
-1,873
142
$3.73M 0.13%
22,727
+4,409
143
$3.71M 0.12%
47,288
+4,358
144
$3.54M 0.12%
35,847
+804
145
$3.51M 0.12%
10,576
-1,192
146
$3.49M 0.12%
17,404
+67
147
$3.44M 0.12%
92,526
+5,086
148
$3.44M 0.12%
39,042
-1,446
149
$3.4M 0.11%
66,579
+792
150
$3.38M 0.11%
52,265
+9,993
4 5
6
7 8