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
201
$2.42M 0.08%
26,313
-638
202
$2.42M 0.08%
10,982
-15,134
203
$2.37M 0.08%
9,700
-14,398
204
$2.34M 0.08%
29,236
+4,839
205
$2.33M 0.08%
13,710
+938
206
$2.28M 0.08%
49,776
+1,717
207
$2.27M 0.08%
19,074
+2,797
208
$2.27M 0.08%
34,429
-848
209
$2.26M 0.08%
56,474
+1,373
210
$2.25M 0.08%
21,647
+16,537
211
$2.24M 0.08%
9,232
-188
212
$2.24M 0.08%
15,741
-553
213
$2.23M 0.08%
21,251
+21,166
214
$2.22M 0.07%
27,905
-10,732
215
$2.22M 0.07%
48,708
+890
216
$2.17M 0.07%
11,464
+8,623
217
$2.17M 0.07%
106,634
-25,254
218
$2.17M 0.07%
13,925
-20,763
219
$2.15M 0.07%
71,203
-11,748
220
$2.13M 0.07%
27,247
+24,443
221
$2.12M 0.07%
73,345
-2,964
222
$2.12M 0.07%
202,597
-50,093
223
$2.1M 0.07%
19,501
-579
224
$2.1M 0.07%
17,539
-1,157
225
$2.1M 0.07%
8,264
+6,588
7 8
9
10 11