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
1526
$14.9K ﹤0.01%
500
1527
$14.9K ﹤0.01%
280
-925
1528
$14.7K ﹤0.01%
498
-5
1529
$14.7K ﹤0.01%
+413
1530
$14.7K ﹤0.01%
8
1531
$14.7K ﹤0.01%
1,327
1532
$14.7K ﹤0.01%
1,000
1533
$14.6K ﹤0.01%
340
-74
1534
$14.5K ﹤0.01%
60
1535
$14.5K ﹤0.01%
218
+75
1536
$14.4K ﹤0.01%
205
-85
1537
$14.3K ﹤0.01%
109
+1
1538
$14.2K ﹤0.01%
429
1539
$14.2K ﹤0.01%
+559
1540
$14.2K ﹤0.01%
33
-4
1541
$14.1K ﹤0.01%
2,690
-2,212
1542
$14K ﹤0.01%
326
+2
1543
$14K ﹤0.01%
1,045
1544
$14K ﹤0.01%
371
-287
1545
$13.9K ﹤0.01%
275
1546
$13.9K ﹤0.01%
2,000
1547
$13.8K ﹤0.01%
744
-6
1548
$13.8K ﹤0.01%
215
-1
1549
$13.8K ﹤0.01%
66
+60
1550
$13.8K ﹤0.01%
163
60 61
62
63 64