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
1876
$3.91K ﹤0.01%
83
1877
$3.88K ﹤0.01%
+174
1878
$3.88K ﹤0.01%
500
1879
$3.87K ﹤0.01%
+770
1880
$3.79K ﹤0.01%
49
-887
1881
$3.75K ﹤0.01%
46
+8
1882
$3.72K ﹤0.01%
323
1883
$3.71K ﹤0.01%
100
1884
$3.71K ﹤0.01%
89
1885
$3.68K ﹤0.01%
264
1886
$3.68K ﹤0.01%
435
1887
$3.67K ﹤0.01%
1,000
1888
$3.67K ﹤0.01%
67
1889
$3.65K ﹤0.01%
115
+14
1890
$3.65K ﹤0.01%
230
+4
1891
$3.64K ﹤0.01%
55
1892
$3.62K ﹤0.01%
+86
1893
$3.6K ﹤0.01%
267
1894
$3.57K ﹤0.01%
308
-24
1895
$3.55K ﹤0.01%
84
1896
$3.53K ﹤0.01%
120
-987
1897
$3.53K ﹤0.01%
500
1898
$3.48K ﹤0.01%
75
1899
$3.45K ﹤0.01%
200
1900
$3.44K ﹤0.01%
523
-304
74 75
76
77 78