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
1601
$11K ﹤0.01%
39
1602
$10.9K ﹤0.01%
119
1603
$10.8K ﹤0.01%
500
1604
$10.8K ﹤0.01%
2,046
1605
$10.8K ﹤0.01%
153
-7
1606
$10.7K ﹤0.01%
4,300
+200
1607
$10.6K ﹤0.01%
400
-7
1608
$10.6K ﹤0.01%
358
-1,278
1609
$10.6K ﹤0.01%
200
1610
$10.6K ﹤0.01%
458
-522
1611
$10.6K ﹤0.01%
665
1612
$10.6K ﹤0.01%
1,441
1613
$10.6K ﹤0.01%
106
-395
1614
$10.5K ﹤0.01%
125
1615
$10.4K ﹤0.01%
287
+2
1616
$10.4K ﹤0.01%
200
1617
$10.4K ﹤0.01%
267
+26
1618
$10.3K ﹤0.01%
801
+17
1619
$10.3K ﹤0.01%
313
-50
1620
$10.3K ﹤0.01%
79
-22
1621
$10.3K ﹤0.01%
230
-28
1622
$10.3K ﹤0.01%
151
-300
1623
$10.2K ﹤0.01%
230
1624
$10.2K ﹤0.01%
508
+20
1625
$10.2K ﹤0.01%
200
63 64
65
66 67