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
$3.77B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,707
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16.7M
3
+$15.1M
4
ALGN icon
Align Technology
ALGN
+$10.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$9.99M

Top Sells

1
+$12.8M
2
+$12.1M
3
+$11.3M
4
CAT icon
Caterpillar
CAT
+$10.4M
5
TRV icon
Travelers Companies
TRV
+$9.61M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 8.27%
3 Financials 7.18%
4 Healthcare 5.94%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.97M 0.08%
11,592
+3,773
227
$2.94M 0.08%
4,731
-1,233
228
$2.92M 0.08%
23,123
-84
229
$2.91M 0.08%
81,153
+9,847
230
$2.89M 0.08%
56,978
-3,215
231
$2.88M 0.08%
107,299
-3,420
232
$2.85M 0.08%
64,503
+2,116
233
$2.81M 0.07%
27,514
+3,051
234
$2.77M 0.07%
28,121
+4,350
235
$2.75M 0.07%
32,468
+3,221
236
$2.69M 0.07%
44,919
+405
237
$2.67M 0.07%
53,174
-497
238
$2.66M 0.07%
52,683
-997
239
$2.65M 0.07%
12,096
+126
240
$2.63M 0.07%
14,471
+858
241
$2.63M 0.07%
41,880
-2,166
242
$2.63M 0.07%
27,734
+5,768
243
$2.6M 0.07%
113,292
-36,130
244
$2.6M 0.07%
30,434
-851
245
$2.57M 0.07%
45,698
+1,612
246
$2.57M 0.07%
125,155
+65,148
247
$2.54M 0.07%
5,284
+450
248
$2.47M 0.07%
42,898
-1,662
249
$2.47M 0.07%
16,843
-52
250
$2.46M 0.07%
4,301
+18
8 9
10
11 12