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
1901
$3.44K ﹤0.01%
111
-2,593
1902
$3.42K ﹤0.01%
+100
1903
$3.4K ﹤0.01%
65
-36
1904
$3.34K ﹤0.01%
70
+2
1905
$3.32K ﹤0.01%
87
1906
$3.31K ﹤0.01%
200
-14
1907
$3.3K ﹤0.01%
99
+56
1908
$3.26K ﹤0.01%
170
1909
$3.22K ﹤0.01%
585
+35
1910
$3.22K ﹤0.01%
40
1911
$3.21K ﹤0.01%
30
+11
1912
$3.21K ﹤0.01%
183
+123
1913
$3.2K ﹤0.01%
230
-100
1914
$3.19K ﹤0.01%
283
1915
$3.15K ﹤0.01%
35
1916
$3.13K ﹤0.01%
21
-14
1917
$3.07K ﹤0.01%
927
1918
$3.04K ﹤0.01%
63
-2
1919
$3.02K ﹤0.01%
51
1920
$3.02K ﹤0.01%
127
1921
$3K ﹤0.01%
52
1922
$2.97K ﹤0.01%
11
+1
1923
$2.96K ﹤0.01%
100
1924
$2.95K ﹤0.01%
50
1925
$2.93K ﹤0.01%
313
-430
75 76
77
78 79