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
1976
$2.3K ﹤0.01%
1,000
1977
$2.29K ﹤0.01%
13
+1
1978
$2.28K ﹤0.01%
60
-1,346
1979
$2.28K ﹤0.01%
200
1980
$2.27K ﹤0.01%
40
1981
$2.27K ﹤0.01%
42
1982
$2.26K ﹤0.01%
984
1983
$2.25K ﹤0.01%
71
-203
1984
$2.25K ﹤0.01%
249
1985
$2.24K ﹤0.01%
763
1986
$2.23K ﹤0.01%
750
1987
$2.23K ﹤0.01%
100
1988
$2.23K ﹤0.01%
290
1989
$2.22K ﹤0.01%
107
1990
$2.21K ﹤0.01%
18
1991
$2.19K ﹤0.01%
664
1992
$2.18K ﹤0.01%
95
-3
1993
$2.17K ﹤0.01%
83
1994
$2.13K ﹤0.01%
1,163
1995
$2.11K ﹤0.01%
200
1996
$2.1K ﹤0.01%
69
1997
$2.08K ﹤0.01%
5
1998
$2.05K ﹤0.01%
100
1999
$2.04K ﹤0.01%
22
+1
2000
$2.02K ﹤0.01%
34
78 79
80
81 82