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
1651
$9.41K ﹤0.01%
113
1652
$9.38K ﹤0.01%
1,276
1653
$9.35K ﹤0.01%
910
-180
1654
$9.34K ﹤0.01%
260
-79
1655
$9.27K ﹤0.01%
189
1656
$9.26K ﹤0.01%
99
1657
$9.14K ﹤0.01%
150
1658
$9.12K ﹤0.01%
+275
1659
$9.04K ﹤0.01%
65
1660
$9.03K ﹤0.01%
242
-747
1661
$9.02K ﹤0.01%
486
1662
$9K ﹤0.01%
342
-3
1663
$8.92K ﹤0.01%
1,000
1664
$8.91K ﹤0.01%
200
1665
$8.9K ﹤0.01%
750
1666
$8.88K ﹤0.01%
250
1667
$8.88K ﹤0.01%
106
-75
1668
$8.85K ﹤0.01%
+200
1669
$8.85K ﹤0.01%
200
1670
$8.84K ﹤0.01%
352
1671
$8.79K ﹤0.01%
100
1672
$8.78K ﹤0.01%
656
+14
1673
$8.76K ﹤0.01%
+264
1674
$8.73K ﹤0.01%
204
1675
$8.68K ﹤0.01%
67
65 66
67
68 69