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
2126
$710 ﹤0.01%
+12
2127
$707 ﹤0.01%
8
-29
2128
$678 ﹤0.01%
300
-1
2129
$677 ﹤0.01%
33
2130
$677 ﹤0.01%
25
-16
2131
$657 ﹤0.01%
300
2132
$636 ﹤0.01%
+35
2133
$627 ﹤0.01%
13
2134
$614 ﹤0.01%
10
2135
$606 ﹤0.01%
+9
2136
$594 ﹤0.01%
+128
2137
$591 ﹤0.01%
2
2138
$590 ﹤0.01%
13
2139
$585 ﹤0.01%
19
-13
2140
$580 ﹤0.01%
14
2141
$568 ﹤0.01%
51
2142
$557 ﹤0.01%
40
2143
$551 ﹤0.01%
+30
2144
$539 ﹤0.01%
+6
2145
$539 ﹤0.01%
8
-1
2146
$534 ﹤0.01%
125
2147
$533 ﹤0.01%
76
2148
$530 ﹤0.01%
4
2149
$530 ﹤0.01%
3
-5
2150
$525 ﹤0.01%
+17
84 85
86
87 88