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
2026
$1.7K ﹤0.01%
50
2027
$1.7K ﹤0.01%
1,000
2028
$1.7K ﹤0.01%
49
+1
2029
$1.7K ﹤0.01%
57
+1
2030
$1.69K ﹤0.01%
79
2031
$1.67K ﹤0.01%
969
-363
2032
$1.66K ﹤0.01%
190
2033
$1.66K ﹤0.01%
160
2034
$1.63K ﹤0.01%
39
2035
$1.62K ﹤0.01%
+92
2036
$1.62K ﹤0.01%
200
2037
$1.6K ﹤0.01%
165
2038
$1.58K ﹤0.01%
87
2039
$1.57K ﹤0.01%
370
-1,000
2040
$1.57K ﹤0.01%
422
2041
$1.57K ﹤0.01%
124
-1
2042
$1.52K ﹤0.01%
23
2043
$1.52K ﹤0.01%
50
2044
$1.51K ﹤0.01%
132
2045
$1.51K ﹤0.01%
34
2046
$1.51K ﹤0.01%
43
2047
$1.5K ﹤0.01%
4
-2
2048
$1.5K ﹤0.01%
37
-5
2049
$1.48K ﹤0.01%
10
+2
2050
$1.46K ﹤0.01%
+17
80 81
82
83 84