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
1851
$4.29K ﹤0.01%
77
1852
$4.28K ﹤0.01%
193
+2
1853
$4.27K ﹤0.01%
70
1854
$4.25K ﹤0.01%
330
1855
$4.22K ﹤0.01%
100
1856
$4.21K ﹤0.01%
7
-4
1857
$4.17K ﹤0.01%
107
1858
$4.16K ﹤0.01%
30
+9
1859
$4.16K ﹤0.01%
92
-1
1860
$4.15K ﹤0.01%
141
+1
1861
$4.13K ﹤0.01%
65
-200
1862
$4.08K ﹤0.01%
27
-14
1863
$4.03K ﹤0.01%
39
+3
1864
$4.02K ﹤0.01%
85
+2
1865
$4K ﹤0.01%
554
1866
$3.99K ﹤0.01%
212
1867
$3.97K ﹤0.01%
475
-178
1868
$3.97K ﹤0.01%
201
1869
$3.96K ﹤0.01%
199
-116
1870
$3.96K ﹤0.01%
35
-166
1871
$3.95K ﹤0.01%
80
1872
$3.94K ﹤0.01%
80
1873
$3.93K ﹤0.01%
840
-800
1874
$3.92K ﹤0.01%
83
-85
1875
$3.91K ﹤0.01%
88
73 74
75
76 77