SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$18.5M
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
2501
$2K ﹤0.01%
229
2502
$2K ﹤0.01%
42
2503
$2K ﹤0.01%
+46
2504
$2K ﹤0.01%
+88
2505
$2K ﹤0.01%
10
2506
$2K ﹤0.01%
25
2507
$2K ﹤0.01%
100
2508
$2K ﹤0.01%
18
-18
2509
$2K ﹤0.01%
4
2510
$2K ﹤0.01%
194
2511
$1K ﹤0.01%
68
2512
$1K ﹤0.01%
33
2513
$1K ﹤0.01%
25
2514
$1K ﹤0.01%
216
2515
$1K ﹤0.01%
220
2516
$1K ﹤0.01%
35
2517
$1K ﹤0.01%
90
2518
$1K ﹤0.01%
+13
2519
$1K ﹤0.01%
80
2520
$1K ﹤0.01%
+21
2521
$1K ﹤0.01%
+180
2522
$1K ﹤0.01%
49
2523
$1K ﹤0.01%
38
2524
$1K ﹤0.01%
52
2525
$1K ﹤0.01%
50
99 100
101
102 103