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
1776
$6.07K ﹤0.01%
+208
1777
$6.07K ﹤0.01%
70
-123
1778
$6.04K ﹤0.01%
193
-15
1779
$6K ﹤0.01%
+100
1780
$6K ﹤0.01%
248
+71
1781
$5.98K ﹤0.01%
31
1782
$5.92K ﹤0.01%
800
1783
$5.84K ﹤0.01%
149
1784
$5.82K ﹤0.01%
53
-27
1785
$5.8K ﹤0.01%
+36
1786
$5.74K ﹤0.01%
57
1787
$5.71K ﹤0.01%
200
1788
$5.71K ﹤0.01%
114
+50
1789
$5.67K ﹤0.01%
20
1790
$5.66K ﹤0.01%
258
+96
1791
$5.65K ﹤0.01%
231
-322
1792
$5.61K ﹤0.01%
+541
1793
$5.55K ﹤0.01%
+181
1794
$5.54K ﹤0.01%
100
1795
$5.49K ﹤0.01%
1,000
1796
$5.46K ﹤0.01%
39
-19
1797
$5.46K ﹤0.01%
400
-1
1798
$5.41K ﹤0.01%
182
-158
1799
$5.4K ﹤0.01%
245
-300
1800
$5.38K ﹤0.01%
200
70 71
72
73 74