SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$18.8M
2
+$15.1M
3
+$12.7M
4
ALGN icon
Align Technology
ALGN
+$11M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.4M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRV icon
Travelers Companies
TRV
+$9.79M

Sector Composition

1 Technology 13.33%
2 Consumer Discretionary 8.27%
3 Financials 7.19%
4 Healthcare 5.94%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2K ﹤0.01%
68
2502
$2K ﹤0.01%
61
+1
2503
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1,000
2504
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10
2505
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2506
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2507
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158
2508
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+200
2509
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2510
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100
2511
$1K ﹤0.01%
+13
2512
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80
2513
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+21
2514
$1K ﹤0.01%
+180
2515
$1K ﹤0.01%
49
2516
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38
2517
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52
2518
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2519
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33
2520
$1K ﹤0.01%
25
2521
$1K ﹤0.01%
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2522
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220
2523
$1K ﹤0.01%
35
2524
$1K ﹤0.01%
90
2525
$1K ﹤0.01%
52
+1
99 100
101
102 103