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
2551
$1K ﹤0.01%
750
2552
$1K ﹤0.01%
40
-522
2553
$1K ﹤0.01%
100
2554
– –
-3,814
2555
– –
-40
2556
– –
-7,000
2557
– –
-360
2558
– –
-770
2559
– –
-7,084
2560
– –
-160
2561
– –
-641
2562
– –
-40
2563
– –
-64
2564
– –
-1,200
2565
– –
-67
2566
– –
-1,405
2567
– –
-800
2568
– –
-7,400
2569
– –
-2,618
2570
– –
-157
2571
– –
-1,050
2572
– –
-77
2573
– –
-1,800
2574
– –
-2,194
2575
– –
-300
101 102
103
104 105