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
326
$1.51M 0.04%
28,733
327
$1.51M 0.04%
23,437
+12,847
328
$1.51M 0.04%
41,176
-57
329
$1.5M 0.04%
6,254
-411
330
$1.49M 0.04%
20,410
-798
331
$1.48M 0.04%
85,518
+2,730
332
$1.46M 0.04%
20,576
+147
333
$1.46M 0.04%
4,350
-183
334
$1.45M 0.04%
47,300
+4
335
$1.44M 0.04%
7,356
+101
336
$1.42M 0.04%
26,751
+2,736
337
$1.41M 0.04%
9,335
-328
338
$1.41M 0.04%
3,903
+491
339
$1.39M 0.04%
25,316
+1,122
340
$1.39M 0.04%
23,904
+677
341
$1.39M 0.04%
8,182
-7
342
$1.38M 0.04%
12,445
+5,196
343
$1.38M 0.04%
26,078
+5
344
$1.38M 0.04%
101,312
-52,824
345
$1.36M 0.04%
26,545
+1
346
$1.35M 0.04%
14,319
+1,951
347
$1.35M 0.04%
38,129
-12,199
348
$1.34M 0.04%
13,315
-6,623
349
$1.34M 0.04%
18,007
+6
350
$1.34M 0.04%
9,765
-14,820
12 13
14
15 16