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
1501
$16.1K ﹤0.01%
365
+25
1502
$16.1K ﹤0.01%
540
+135
1503
$16.1K ﹤0.01%
493
-185
1504
$16K ﹤0.01%
485
1505
$16K ﹤0.01%
978
-410
1506
$16K ﹤0.01%
200
1507
$15.8K ﹤0.01%
50
-1
1508
$15.8K ﹤0.01%
339
-265
1509
$15.8K ﹤0.01%
1,211
-269
1510
$15.8K ﹤0.01%
436
+3
1511
$15.7K ﹤0.01%
+1,666
1512
$15.7K ﹤0.01%
+102
1513
$15.6K ﹤0.01%
138
1514
$15.5K ﹤0.01%
159
1515
$15.5K ﹤0.01%
16,017
-1,398
1516
$15.5K ﹤0.01%
579
+108
1517
$15.5K ﹤0.01%
355
1518
$15.3K ﹤0.01%
142
1519
$15.3K ﹤0.01%
180
1520
$15.2K ﹤0.01%
210
1521
$15.2K ﹤0.01%
600
1522
$15.2K ﹤0.01%
478
-1,000
1523
$15.1K ﹤0.01%
170
-65
1524
$15.1K ﹤0.01%
96
-30
1525
$15K ﹤0.01%
2,645
59 60
61
62 63