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
1726
$7.34K ﹤0.01%
677
1727
$7.34K ﹤0.01%
175
+10
1728
$7.26K ﹤0.01%
105
+1
1729
$7.26K ﹤0.01%
205
-290
1730
$7.21K ﹤0.01%
300
1731
$7.2K ﹤0.01%
42
1732
$7.16K ﹤0.01%
30
1733
$7.15K ﹤0.01%
1,022
-178
1734
$7.14K ﹤0.01%
517
1735
$7.14K ﹤0.01%
115
1736
$7.09K ﹤0.01%
184
+108
1737
$7.03K ﹤0.01%
199
1738
$6.94K ﹤0.01%
88
1739
$6.92K ﹤0.01%
300
1740
$6.89K ﹤0.01%
608
-150
1741
$6.89K ﹤0.01%
137
+2
1742
$6.87K ﹤0.01%
210
-787
1743
$6.86K ﹤0.01%
94
+84
1744
$6.84K ﹤0.01%
100
1745
$6.84K ﹤0.01%
189
-6
1746
$6.84K ﹤0.01%
113
+88
1747
$6.81K ﹤0.01%
100
1748
$6.81K ﹤0.01%
80
1749
$6.77K ﹤0.01%
336
-14
1750
$6.68K ﹤0.01%
+1,485
68 69
70
71 72