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
1576
$12.6K ﹤0.01%
141
-1,271
1577
$12.6K ﹤0.01%
500
1578
$12.6K ﹤0.01%
+418
1579
$12.6K ﹤0.01%
100
1580
$12.6K ﹤0.01%
120
-150
1581
$12.5K ﹤0.01%
109
1582
$12.4K ﹤0.01%
29
+21
1583
$12.4K ﹤0.01%
404
+4
1584
$12.3K ﹤0.01%
388
1585
$12.3K ﹤0.01%
525
-4
1586
$12.3K ﹤0.01%
1,450
+500
1587
$12.2K ﹤0.01%
236
1588
$12.1K ﹤0.01%
50
1589
$12.1K ﹤0.01%
105
+12
1590
$12.1K ﹤0.01%
183
+2
1591
$11.9K ﹤0.01%
941
+17
1592
$11.9K ﹤0.01%
51
+4
1593
$11.8K ﹤0.01%
829
+687
1594
$11.6K ﹤0.01%
191
-715
1595
$11.6K ﹤0.01%
148
1596
$11.6K ﹤0.01%
155
1597
$11.4K ﹤0.01%
33
+4
1598
$11.3K ﹤0.01%
120
1599
$11.2K ﹤0.01%
928
1600
$11.1K ﹤0.01%
216
-374
62 63
64
65 66