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
1826
$5K ﹤0.01%
40
-73
1827
$4.94K ﹤0.01%
97
1828
$4.93K ﹤0.01%
6
-20
1829
$4.91K ﹤0.01%
490
1830
$4.87K ﹤0.01%
1,000
1831
$4.85K ﹤0.01%
65
-31
1832
$4.85K ﹤0.01%
51
1833
$4.85K ﹤0.01%
+225
1834
$4.85K ﹤0.01%
267
-800
1835
$4.84K ﹤0.01%
73
-56
1836
$4.84K ﹤0.01%
525
1837
$4.82K ﹤0.01%
1,152
+797
1838
$4.76K ﹤0.01%
330
1839
$4.68K ﹤0.01%
75
1840
$4.63K ﹤0.01%
372
1841
$4.61K ﹤0.01%
150
1842
$4.51K ﹤0.01%
38
1843
$4.5K ﹤0.01%
277
1844
$4.49K ﹤0.01%
141
-8
1845
$4.47K ﹤0.01%
519
1846
$4.45K ﹤0.01%
18
+4
1847
$4.44K ﹤0.01%
+42
1848
$4.42K ﹤0.01%
46
1849
$4.3K ﹤0.01%
88
+3
1850
$4.29K ﹤0.01%
173
72 73
74
75 76