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
2201
– –
-34
2202
– –
-86
2203
– –
-450
2204
– –
-70
2205
– –
-223
2206
– –
-6,623
2207
– –
-6,469
2208
– –
-21,100
2209
– –
-1,140
2210
– –
-7,275
2211
– –
-51
2212
– –
-6,721
2213
– –
-150
2214
– –
-300
2215
– –
-18
2216
– –
-16,587
2217
– –
-98
2218
– –
-506
2219
– –
-384
2220
– –
-917
2221
– –
-915
2222
– –
-101
2223
– –
-125
2224
– –
-65
2225
– –
-2,844
87 88
89
90 91