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
351
$1.33M 0.04%
9,199
-320
352
$1.31M 0.03%
30,834
+8,251
353
$1.3M 0.03%
23,160
+2,538
354
$1.29M 0.03%
33,468
+238
355
$1.28M 0.03%
37,708
-600
356
$1.28M 0.03%
54,974
-15,792
357
$1.28M 0.03%
57,733
-52,688
358
$1.28M 0.03%
41,631
+5,500
359
$1.27M 0.03%
10,355
+240
360
$1.26M 0.03%
2,893
-917
361
$1.26M 0.03%
42,815
+359
362
$1.26M 0.03%
58,170
+452
363
$1.25M 0.03%
12,359
-398
364
$1.24M 0.03%
7,151
+25
365
$1.23M 0.03%
41,283
366
$1.23M 0.03%
12,118
+397
367
$1.22M 0.03%
6,196
+2,570
368
$1.2M 0.03%
6,132
+11
369
$1.2M 0.03%
715
+311
370
$1.19M 0.03%
9,899
-706
371
$1.19M 0.03%
26,556
+3,439
372
$1.18M 0.03%
4,804
+1,091
373
$1.18M 0.03%
17,970
374
$1.17M 0.03%
36,376
-1,074
375
$1.16M 0.03%
62,768
+1,180
13 14
15
16 17