SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
The Communication Services Select Sector SPDR Fund
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
1
$130M 4.37%
224,668
-15,910
2
$123M 4.16%
529,850
+32,440
3
$103M 3.46%
2,023,700
+508,268
4
$90.5M 3.05%
745,604
+18,815
5
$75.3M 2.54%
174,907
-12,159
6
$72M 2.43%
122,822
-15,978
7
$65.9M 2.22%
353,659
+2,595
8
$50.1M 1.69%
87,351
-621
9
$42.5M 1.43%
256,385
+5,817
10
$39M 1.31%
660,746
+359,716
11
$38.1M 1.28%
66,566
+2,924
12
$34.4M 1.16%
339,556
-5,534
13
$32.9M 1.11%
725,195
-35,867
14
$31.2M 1.05%
158,196
-644
15
$29.9M 1.01%
33,749
+4,459
16
$29.6M 1%
474,242
-15,808
17
$29.2M 0.99%
645,890
-14,136
18
$28.8M 0.97%
32,498
+1,266
19
$28.1M 0.95%
182,429
-12,553
20
$27.3M 0.92%
584,168
+1,913
21
$27.3M 0.92%
120,781
-14,648
22
$26.8M 0.9%
766,668
-3,827
23
$26.7M 0.9%
553,708
-1,570
24
$24.4M 0.82%
49,340
-6,729
25
$23.1M 0.78%
255,077
-61,172
1
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