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
2051
$1.46K ﹤0.01%
50
2052
$1.45K ﹤0.01%
19
-85
2053
$1.45K ﹤0.01%
51
2054
$1.39K ﹤0.01%
+8
2055
$1.39K ﹤0.01%
+7
2056
$1.37K ﹤0.01%
6
2057
$1.37K ﹤0.01%
+77
2058
$1.37K ﹤0.01%
40
2059
$1.35K ﹤0.01%
179
2060
$1.35K ﹤0.01%
30
2061
$1.33K ﹤0.01%
4
-9
2062
$1.33K ﹤0.01%
53
-665
2063
$1.33K ﹤0.01%
1,398
-2
2064
$1.3K ﹤0.01%
10
2065
$1.3K ﹤0.01%
30
2066
$1.29K ﹤0.01%
115
2067
$1.27K ﹤0.01%
+6
2068
$1.26K ﹤0.01%
31
-52
2069
$1.25K ﹤0.01%
39
2070
$1.25K ﹤0.01%
257
2071
$1.22K ﹤0.01%
150
2072
$1.22K ﹤0.01%
20
-1
2073
$1.22K ﹤0.01%
100
2074
$1.21K ﹤0.01%
20
+1
2075
$1.2K ﹤0.01%
33
81 82
83
84 85