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
1676
$8.67K ﹤0.01%
350
1677
$8.62K ﹤0.01%
921
-204
1678
$8.6K ﹤0.01%
486
-114
1679
$8.56K ﹤0.01%
107
-41
1680
$8.55K ﹤0.01%
294
1681
$8.52K ﹤0.01%
1,000
1682
$8.44K ﹤0.01%
68
+29
1683
$8.41K ﹤0.01%
194
-6
1684
$8.39K ﹤0.01%
141
-11
1685
$8.39K ﹤0.01%
127
+20
1686
$8.37K ﹤0.01%
4,753
1687
$8.34K ﹤0.01%
260
1688
$8.3K ﹤0.01%
250
1689
$8.28K ﹤0.01%
190
1690
$8.26K ﹤0.01%
438
1691
$8.26K ﹤0.01%
177
-1,093
1692
$8.2K ﹤0.01%
90
+19
1693
$8.19K ﹤0.01%
565
1694
$8.19K ﹤0.01%
47
1695
$8.17K ﹤0.01%
628
-494
1696
$8.16K ﹤0.01%
1,000
1697
$8.16K ﹤0.01%
617
1698
$8.13K ﹤0.01%
142
-44
1699
$8.11K ﹤0.01%
91
1700
$8.06K ﹤0.01%
79
66 67
68
69 70