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
1801
$5.37K ﹤0.01%
624
1802
$5.37K ﹤0.01%
166
-2,826
1803
$5.35K ﹤0.01%
+115
1804
$5.33K ﹤0.01%
299
1805
$5.32K ﹤0.01%
+311
1806
$5.31K ﹤0.01%
1,454
1807
$5.31K ﹤0.01%
100
1808
$5.3K ﹤0.01%
+173
1809
$5.27K ﹤0.01%
226
+8
1810
$5.22K ﹤0.01%
100
-15
1811
$5.21K ﹤0.01%
600
1812
$5.21K ﹤0.01%
205
-107
1813
$5.19K ﹤0.01%
31
1814
$5.18K ﹤0.01%
76
+54
1815
$5.16K ﹤0.01%
217
+112
1816
$5.15K ﹤0.01%
100
1817
$5.15K ﹤0.01%
+162
1818
$5.12K ﹤0.01%
254
+7
1819
$5.12K ﹤0.01%
227
1820
$5.09K ﹤0.01%
249
+213
1821
$5.07K ﹤0.01%
200
1822
$5.05K ﹤0.01%
50
1823
$5.01K ﹤0.01%
400
1824
$5.01K ﹤0.01%
125
1825
$5K ﹤0.01%
91
+71
71 72
73
74 75