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
2151
$518 ﹤0.01%
+30
2152
$512 ﹤0.01%
+2
2153
$510 ﹤0.01%
11
-1,118
2154
$508 ﹤0.01%
14
2155
$508 ﹤0.01%
+25
2156
$501 ﹤0.01%
+30
2157
– –
-100
2158
– –
-57
2159
– –
-9,592
2160
– –
-25
2161
– –
-280
2162
– –
-65
2163
– –
-2,547
2164
– –
-15,001
2165
– –
-2,010
2166
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-81
2167
– –
-3,879
2168
– –
-77
2169
– –
-896
2170
– –
-49
2171
– –
-161,776
2172
– –
-8
2173
– –
-32,127
2174
– –
-1,843
2175
– –
-322
85 86
87
88 89