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
2201
– –
-55
2202
– –
-42
2203
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-500
2204
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-250
2205
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-398
2206
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-250
2207
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-14,764
2208
– –
-167
2209
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-100
2210
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-57
2211
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-9,592
2212
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-25
2213
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-280
2214
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-65
2215
– –
-2,547
2216
– –
-15,001
2217
– –
-2,010
2218
– –
-81
2219
– –
-3,879
2220
– –
-77
2221
– –
-896
2222
– –
-49
2223
– –
-161,776
2224
– –
-191
2225
– –
-12
87 88
89
90 91