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
151
$3.36M 0.11%
16,766
-2,218
152
$3.28M 0.11%
8,062
+5,686
153
$3.26M 0.11%
80,032
+418
154
$3.24M 0.11%
19,034
-1,274
155
$3.2M 0.11%
125,878
-5,259
156
$3.2M 0.11%
126,598
-1,676
157
$3.19M 0.11%
18,343
+4,846
158
$3.16M 0.11%
32,424
-11,966
159
$3.15M 0.11%
7,451
+257
160
$3.13M 0.11%
16,042
-17,866
161
$3.12M 0.11%
32,413
-2,727
162
$3.12M 0.11%
8,995
+5,111
163
$3.08M 0.1%
62,182
+31,909
164
$3.06M 0.1%
45,352
+645
165
$3.02M 0.1%
32,903
-550
166
$3.02M 0.1%
21,773
167
$3.01M 0.1%
8,518
-16,694
168
$2.93M 0.1%
40,830
+3,836
169
$2.93M 0.1%
13,269
-536
170
$2.9M 0.1%
137,797
-250,938
171
$2.86M 0.1%
28,436
-1,133
172
$2.84M 0.1%
18,998
+1,115
173
$2.83M 0.1%
64,025
-268
174
$2.82M 0.1%
4,538
+656
175
$2.8M 0.09%
76,951
+687
5 6
7
8 9