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
2101
$928 ﹤0.01%
20
2102
$925 ﹤0.01%
8
2103
$925 ﹤0.01%
36
2104
$922 ﹤0.01%
29
2105
$920 ﹤0.01%
+46
2106
$911 ﹤0.01%
5
2107
$909 ﹤0.01%
+26
2108
$900 ﹤0.01%
+11
2109
$896 ﹤0.01%
8
2110
$883 ﹤0.01%
+30
2111
$869 ﹤0.01%
37
2112
$852 ﹤0.01%
300
2113
$846 ﹤0.01%
15
2114
$841 ﹤0.01%
35
+4
2115
$833 ﹤0.01%
4
2116
$827 ﹤0.01%
10
2117
$822 ﹤0.01%
7
2118
$808 ﹤0.01%
6
2119
$795 ﹤0.01%
13
2120
$784 ﹤0.01%
75
2121
$784 ﹤0.01%
100
2122
$778 ﹤0.01%
13
2123
$750 ﹤0.01%
4
2124
$747 ﹤0.01%
10
2125
$722 ﹤0.01%
+7
83 84
85
86 87