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
2526
$1K ﹤0.01%
90
2527
$1K ﹤0.01%
+13
2528
$1K ﹤0.01%
80
2529
$1K ﹤0.01%
52
+1
2530
$1K ﹤0.01%
20
2531
$1K ﹤0.01%
36
2532
$1K ﹤0.01%
77
2533
$1K ﹤0.01%
+21
2534
$1K ﹤0.01%
+180
2535
$1K ﹤0.01%
49
2536
$1K ﹤0.01%
38
2537
$1K ﹤0.01%
52
2538
$1K ﹤0.01%
50
2539
$1K ﹤0.01%
200
2540
$1K ﹤0.01%
65
-1,100
2541
$1K ﹤0.01%
43
2542
$1K ﹤0.01%
+63
2543
$1K ﹤0.01%
+16
2544
$1K ﹤0.01%
100
-1,500
2545
$1K ﹤0.01%
190
-710
2546
$1K ﹤0.01%
100
2547
$1K ﹤0.01%
8
2548
$1K ﹤0.01%
+94
2549
$1K ﹤0.01%
23
2550
$1K ﹤0.01%
3
-50
100 101
102
103 104