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
2076
$1.18K ﹤0.01%
13
2077
$1.14K ﹤0.01%
300
2078
$1.14K ﹤0.01%
19
2079
$1.14K ﹤0.01%
60
2080
$1.13K ﹤0.01%
25
+5
2081
$1.12K ﹤0.01%
9
2082
$1.11K ﹤0.01%
100
2083
$1.11K ﹤0.01%
+22
2084
$1.08K ﹤0.01%
27
2085
$1.07K ﹤0.01%
200
2086
$1.06K ﹤0.01%
100
2087
$1.05K ﹤0.01%
33
2088
$1.05K ﹤0.01%
17
-15
2089
$1.04K ﹤0.01%
23
-1
2090
$1.03K ﹤0.01%
267
2091
$1.03K ﹤0.01%
+46
2092
$1.03K ﹤0.01%
78
2093
$1.02K ﹤0.01%
20
2094
$1.02K ﹤0.01%
15
2095
$1K ﹤0.01%
40
+12
2096
$972 ﹤0.01%
107
2097
$969 ﹤0.01%
300
2098
$969 ﹤0.01%
16
2099
$957 ﹤0.01%
65
2100
$949 ﹤0.01%
116
82 83
84
85 86