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
2526
$1K ﹤0.01%
200
2527
$1K ﹤0.01%
65
-1,100
2528
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43
2529
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+63
2530
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+16
2531
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100
-1,500
2532
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190
-710
2533
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2534
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2535
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2536
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3
-50
2538
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750
2539
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40
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2540
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100
2541
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120
-4,200
2542
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50
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2543
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2544
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+100
2545
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86
+1
2546
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3
2547
$1K ﹤0.01%
+7
2548
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102
+2
2549
$1K ﹤0.01%
+39
2550
$1K ﹤0.01%
52
+1
100 101
102
103 104