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
176
$2.78M 0.09%
67,476
-148
177
$2.76M 0.09%
4
178
$2.76M 0.09%
37,518
+19,737
179
$2.76M 0.09%
37,331
-40,222
180
$2.74M 0.09%
15,054
+61
181
$2.73M 0.09%
68,855
+168
182
$2.72M 0.09%
23,878
-409
183
$2.72M 0.09%
16,130
+490
184
$2.72M 0.09%
101,248
+3,511
185
$2.7M 0.09%
9,706
-279
186
$2.68M 0.09%
22,350
+349
187
$2.66M 0.09%
20,055
-203
188
$2.64M 0.09%
11,839
+8,446
189
$2.64M 0.09%
9,540
-16,146
190
$2.63M 0.09%
28,789
-462
191
$2.62M 0.09%
106,849
+1,725
192
$2.59M 0.09%
57,654
-6,748
193
$2.56M 0.09%
6,145
-9,263
194
$2.51M 0.08%
62,024
-3,374
195
$2.5M 0.08%
85,864
-8,447
196
$2.49M 0.08%
34,272
+1,930
197
$2.48M 0.08%
59,951
+10,618
198
$2.46M 0.08%
8,125
+3,233
199
$2.45M 0.08%
38,862
-2,248
200
$2.43M 0.08%
4,908
-414
6 7
8
9 10