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
301
$1.79M 0.05%
70,143
+966
302
$1.79M 0.05%
14,251
-32
303
$1.79M 0.05%
39,315
-175
304
$1.79M 0.05%
33,030
+961
305
$1.79M 0.05%
27,030
+3
306
$1.79M 0.05%
30,177
+1,729
307
$1.78M 0.05%
71,012
-3,392
308
$1.77M 0.05%
4,570
+1,636
309
$1.75M 0.05%
8,307
-211
310
$1.73M 0.05%
85,190
+29,634
311
$1.73M 0.05%
15,396
-2,338
312
$1.7M 0.05%
5,787
+156
313
$1.69M 0.04%
3,983
-12
314
$1.65M 0.04%
4
315
$1.63M 0.04%
34,825
+3,022
316
$1.62M 0.04%
6,490
+16
317
$1.62M 0.04%
6,828
-347
318
$1.59M 0.04%
27,881
+190
319
$1.58M 0.04%
18,419
+150
320
$1.56M 0.04%
105,984
-17,268
321
$1.55M 0.04%
30,929
-1,320
322
$1.55M 0.04%
84,824
-8,535
323
$1.54M 0.04%
40,701
-630
324
$1.53M 0.04%
21,123
-215
325
$1.53M 0.04%
63,461
+22,617
11 12
13
14 15