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
1701
$8.04K ﹤0.01%
108
+1
1702
$7.98K ﹤0.01%
899
-300
1703
$7.96K ﹤0.01%
300
1704
$7.91K ﹤0.01%
309
-28
1705
$7.88K ﹤0.01%
89
+16
1706
$7.88K ﹤0.01%
111
-622
1707
$7.85K ﹤0.01%
205
1708
$7.84K ﹤0.01%
100
1709
$7.82K ﹤0.01%
200
-40
1710
$7.75K ﹤0.01%
92
1711
$7.72K ﹤0.01%
500
1712
$7.71K ﹤0.01%
208
-189
1713
$7.65K ﹤0.01%
1,333
+14
1714
$7.63K ﹤0.01%
153
1715
$7.63K ﹤0.01%
124
1716
$7.62K ﹤0.01%
294
-153
1717
$7.62K ﹤0.01%
59
+31
1718
$7.59K ﹤0.01%
328
-205
1719
$7.58K ﹤0.01%
116
1720
$7.52K ﹤0.01%
299
1721
$7.51K ﹤0.01%
249
+1
1722
$7.47K ﹤0.01%
227
-33
1723
$7.45K ﹤0.01%
63
+55
1724
$7.41K ﹤0.01%
171
-30
1725
$7.39K ﹤0.01%
40
67 68
69
70 71