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
1751
$6.68K ﹤0.01%
109
+6
1752
$6.62K ﹤0.01%
111
1753
$6.61K ﹤0.01%
236
1754
$6.59K ﹤0.01%
188
1755
$6.54K ﹤0.01%
161
+79
1756
$6.49K ﹤0.01%
240
+1
1757
$6.47K ﹤0.01%
191
1758
$6.45K ﹤0.01%
500
1759
$6.42K ﹤0.01%
106
+1
1760
$6.4K ﹤0.01%
86
1761
$6.39K ﹤0.01%
1,132
1762
$6.39K ﹤0.01%
100
-300
1763
$6.38K ﹤0.01%
100
-280
1764
$6.37K ﹤0.01%
170
+27
1765
$6.34K ﹤0.01%
359
1766
$6.3K ﹤0.01%
499
+312
1767
$6.28K ﹤0.01%
880
-3,310
1768
$6.26K ﹤0.01%
165
+1
1769
$6.21K ﹤0.01%
559
1770
$6.19K ﹤0.01%
285
1771
$6.12K ﹤0.01%
51
-3
1772
$6.11K ﹤0.01%
106
1773
$6.1K ﹤0.01%
+329
1774
$6.08K ﹤0.01%
59
1775
$6.08K ﹤0.01%
4,500
-20,007
69 70
71
72 73