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
1951
$2.58K ﹤0.01%
6,436
+76
1952
$2.57K ﹤0.01%
32
1953
$2.56K ﹤0.01%
215
+22
1954
$2.56K ﹤0.01%
43
1955
$2.55K ﹤0.01%
46
+1
1956
$2.55K ﹤0.01%
110
+10
1957
$2.52K ﹤0.01%
42
-20
1958
$2.51K ﹤0.01%
+816
1959
$2.5K ﹤0.01%
25
1960
$2.5K ﹤0.01%
800
-1
1961
$2.5K ﹤0.01%
42
-1
1962
$2.48K ﹤0.01%
133
1963
$2.46K ﹤0.01%
325
-42
1964
$2.45K ﹤0.01%
1,000
1965
$2.43K ﹤0.01%
600
1966
$2.43K ﹤0.01%
+66
1967
$2.39K ﹤0.01%
12
+8
1968
$2.38K ﹤0.01%
65
1969
$2.37K ﹤0.01%
+25
1970
$2.35K ﹤0.01%
6
1971
$2.32K ﹤0.01%
37
+13
1972
$2.31K ﹤0.01%
38
-401
1973
$2.31K ﹤0.01%
69
1974
$2.31K ﹤0.01%
110
+1
1975
$2.3K ﹤0.01%
30
77 78
79
80 81