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
1626
$10.2K ﹤0.01%
225
1627
$10.2K ﹤0.01%
+200
1628
$10.1K ﹤0.01%
906
-211
1629
$10.1K ﹤0.01%
105
+1
1630
$10.1K ﹤0.01%
67
-769
1631
$10K ﹤0.01%
274
-37
1632
$10K ﹤0.01%
751
+9
1633
$9.98K ﹤0.01%
408
1634
$9.97K ﹤0.01%
293
1635
$9.96K ﹤0.01%
535
1636
$9.92K ﹤0.01%
902
1637
$9.92K ﹤0.01%
600
1638
$9.89K ﹤0.01%
157
-7
1639
$9.85K ﹤0.01%
1,105
-177
1640
$9.84K ﹤0.01%
20
-22
1641
$9.82K ﹤0.01%
122
1642
$9.8K ﹤0.01%
202
1643
$9.8K ﹤0.01%
500
1644
$9.76K ﹤0.01%
200
-6,944
1645
$9.74K ﹤0.01%
58
+25
1646
$9.69K ﹤0.01%
80
+11
1647
$9.56K ﹤0.01%
150
1648
$9.56K ﹤0.01%
+250
1649
$9.56K ﹤0.01%
66
1650
$9.51K ﹤0.01%
500
64 65
66
67 68