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
251
$2.43M 0.06%
207,686
+1,937
252
$2.43M 0.06%
18,952
-2,241
253
$2.42M 0.06%
46,050
+12,016
254
$2.4M 0.06%
18,511
-73
255
$2.39M 0.06%
108,588
-10,806
256
$2.38M 0.06%
7,041
-489
257
$2.38M 0.06%
18,978
-125
258
$2.36M 0.06%
16,383
-1,645
259
$2.33M 0.06%
81,755
+1,262
260
$2.29M 0.06%
33,602
+209
261
$2.25M 0.06%
21,877
+439
262
$2.24M 0.06%
30,314
-386
263
$2.24M 0.06%
38,202
-144
264
$2.23M 0.06%
7,110
-392
265
$2.19M 0.06%
923
+42
266
$2.19M 0.06%
37,022
+5,650
267
$2.17M 0.06%
28,819
-7,943
268
$2.15M 0.06%
54,512
-4,673
269
$2.15M 0.06%
52,691
-2,189
270
$2.14M 0.06%
9,246
-700
271
$2.13M 0.06%
35,048
+763
272
$2.12M 0.06%
21,786
+1,867
273
$2.11M 0.06%
21,663
+384
274
$2.09M 0.06%
23,321
+8,000
275
$2.09M 0.06%
13,236
-650
9 10
11
12 13