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
2601
– –
-4,500
2602
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-315
2603
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-370
2604
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-130
2605
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-100
2606
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-1,618
2607
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-666
2608
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-7,320
2609
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-350
2610
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-133
2611
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-238
2612
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-1,972
2613
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-345
2614
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-3,700
2615
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-216
2616
– –
-30
2617
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-68
2618
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-4,000
2619
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-200
2620
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-400
2621
– –
-2
2622
– –
-220
2623
– –
-2,583
2624
– –
0
2625
– –
-1,000
103 104
105
106 107