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
2001
$2.01K ﹤0.01%
+31
2002
$2.01K ﹤0.01%
50
-59
2003
$2K ﹤0.01%
710
2004
$1.99K ﹤0.01%
25
2005
$1.99K ﹤0.01%
+79
2006
$1.98K ﹤0.01%
12
-21
2007
$1.97K ﹤0.01%
175
-170
2008
$1.96K ﹤0.01%
37
2009
$1.94K ﹤0.01%
200
2010
$1.91K ﹤0.01%
258
2011
$1.9K ﹤0.01%
15
2012
$1.89K ﹤0.01%
87
+16
2013
$1.89K ﹤0.01%
44
2014
$1.89K ﹤0.01%
9
+4
2015
$1.88K ﹤0.01%
45
2016
$1.87K ﹤0.01%
70
-206
2017
$1.83K ﹤0.01%
107
2018
$1.82K ﹤0.01%
11
-325
2019
$1.81K ﹤0.01%
229
2020
$1.79K ﹤0.01%
43
-11
2021
$1.78K ﹤0.01%
30
2022
$1.77K ﹤0.01%
+130
2023
$1.75K ﹤0.01%
300
2024
$1.75K ﹤0.01%
+35
2025
$1.72K ﹤0.01%
98
79 80
81
82 83