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
1926
$2.89K ﹤0.01%
40
1927
$2.89K ﹤0.01%
+119
1928
$2.87K ﹤0.01%
109
-70
1929
$2.85K ﹤0.01%
415
1930
$2.85K ﹤0.01%
58
+14
1931
$2.85K ﹤0.01%
+112
1932
$2.82K ﹤0.01%
200
1933
$2.79K ﹤0.01%
450
1934
$2.79K ﹤0.01%
+443
1935
$2.73K ﹤0.01%
+25
1936
$2.72K ﹤0.01%
1,000
1937
$2.72K ﹤0.01%
86
+24
1938
$2.71K ﹤0.01%
65
+35
1939
$2.71K ﹤0.01%
330
1940
$2.69K ﹤0.01%
140
1941
$2.69K ﹤0.01%
141
-183,385
1942
$2.68K ﹤0.01%
75
1943
$2.68K ﹤0.01%
783
-1
1944
$2.66K ﹤0.01%
15
-7
1945
$2.64K ﹤0.01%
55
+5
1946
$2.64K ﹤0.01%
96
-13
1947
$2.64K ﹤0.01%
125
+3
1948
$2.63K ﹤0.01%
844
-968
1949
$2.6K ﹤0.01%
58
1950
$2.6K ﹤0.01%
88
76 77
78
79 80