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
1476
$17.6K ﹤0.01%
414
1477
$17.6K ﹤0.01%
473
-74
1478
$17.5K ﹤0.01%
69
1479
$17.4K ﹤0.01%
240
1480
$17.3K ﹤0.01%
660
1481
$17.2K ﹤0.01%
208
-1,024
1482
$17K ﹤0.01%
200
1483
$17K ﹤0.01%
337
+3
1484
$16.9K ﹤0.01%
99
-39
1485
$16.9K ﹤0.01%
500
1486
$16.8K ﹤0.01%
+1,573
1487
$16.8K ﹤0.01%
280
-10
1488
$16.7K ﹤0.01%
500
1489
$16.7K ﹤0.01%
310
-173
1490
$16.7K ﹤0.01%
13
1491
$16.6K ﹤0.01%
400
1492
$16.5K ﹤0.01%
63
-20
1493
$16.5K ﹤0.01%
175
1494
$16.4K ﹤0.01%
600
-12,301
1495
$16.4K ﹤0.01%
2,243
-498
1496
$16.4K ﹤0.01%
15,500
1497
$16.4K ﹤0.01%
323
-115
1498
$16.4K ﹤0.01%
58
1499
$16.3K ﹤0.01%
700
1500
$16.2K ﹤0.01%
37
-9
58 59
60
61 62