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
276
$2.08M 0.06%
19,186
-151
277
$2.06M 0.05%
22,499
-20
278
$2.04M 0.05%
7,817
-732
279
$2.04M 0.05%
10,602
+1,872
280
$2.02M 0.05%
44,448
+7,368
281
$1.99M 0.05%
35,341
+1,942
282
$1.99M 0.05%
44,732
+2
283
$1.98M 0.05%
38,792
+13,000
284
$1.98M 0.05%
11,985
-40
285
$1.96M 0.05%
22,534
-3,121
286
$1.96M 0.05%
8,485
+897
287
$1.94M 0.05%
38,090
+16,914
288
$1.93M 0.05%
12,927
+536
289
$1.9M 0.05%
17,150
-1,565
290
$1.88M 0.05%
23,525
-660
291
$1.88M 0.05%
7,590
+411
292
$1.87M 0.05%
10,257
-197
293
$1.87M 0.05%
3,767
+122
294
$1.86M 0.05%
38,703
+1,089
295
$1.86M 0.05%
46,675
+632
296
$1.84M 0.05%
102,498
-5,022
297
$1.84M 0.05%
36,465
298
$1.83M 0.05%
16,201
+868
299
$1.83M 0.05%
107,011
+11,313
300
$1.82M 0.05%
65,406
+44,167
10 11
12
13 14