SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
2176
– –
-34
2177
– –
-79
2178
– –
-200
2179
– –
-1,843
2180
– –
-39
2181
– –
-2,000
2182
– –
-31
2183
– –
-575
2184
– –
-70
2185
– –
-81
2186
– –
-128
2187
– –
-8
2188
– –
-1,214
2189
– –
-65
2190
– –
-57
2191
– –
-130
2192
– –
-262
2193
– –
-4,462
2194
– –
-81
2195
– –
-50
2196
– –
-22
2197
– –
-2,000
2198
– –
-500
2199
– –
-929
2200
– –
-24
86 87
88
89 90