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
1551
$13.7K ﹤0.01%
87
-17
1552
$13.6K ﹤0.01%
4,500
-3,000
1553
$13.6K ﹤0.01%
1,302
1554
$13.6K ﹤0.01%
47
+1
1555
$13.6K ﹤0.01%
251
1556
$13.5K ﹤0.01%
3,000
1557
$13.4K ﹤0.01%
2,624
-3,155
1558
$13.3K ﹤0.01%
289
1559
$13.3K ﹤0.01%
98
-33
1560
$13.3K ﹤0.01%
376
+7
1561
$13.2K ﹤0.01%
97
-93
1562
$13.2K ﹤0.01%
83
-459
1563
$13.2K ﹤0.01%
200
1564
$13.1K ﹤0.01%
113
-50
1565
$13.1K ﹤0.01%
251
+51
1566
$13K ﹤0.01%
1,358
+22
1567
$13K ﹤0.01%
188
1568
$13K ﹤0.01%
293
1569
$12.9K ﹤0.01%
447
+431
1570
$12.8K ﹤0.01%
500
1571
$12.8K ﹤0.01%
2,936
-499
1572
$12.8K ﹤0.01%
161
1573
$12.8K ﹤0.01%
1,535
1574
$12.7K ﹤0.01%
450
1575
$12.7K ﹤0.01%
200
61 62
63
64 65