SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
2551
$1K ﹤0.01%
102
+2
2552
$1K ﹤0.01%
+39
2553
$1K ﹤0.01%
+13
2554
– –
-300
2555
– –
-80
2556
– –
-800
2557
– –
-1,874
2558
– –
-350
2559
– –
-383
2560
– –
-2,900
2561
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-75
2562
– –
-1,000
2563
– –
-2,411
2564
– –
-655
2565
– –
-43
2566
– –
-4,600
2567
– –
-175
2568
– –
-707
2569
– –
-7,000
2570
– –
-7,090
2571
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-245
2572
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-280
2573
– –
-1,400
2574
– –
-11,600
2575
– –
-142
101 102
103
104 105