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
376
$1.16M 0.03%
22,023
-18,434
377
$1.16M 0.03%
51,453
+9,390
378
$1.15M 0.03%
21,094
+422
379
$1.15M 0.03%
19,147
-356
380
$1.15M 0.03%
21,368
-2,350
381
$1.14M 0.03%
48,085
-5,791
382
$1.14M 0.03%
26,804
+775
383
$1.13M 0.03%
9,880
-757
384
$1.13M 0.03%
14,022
+629
385
$1.12M 0.03%
17,500
-6,932
386
$1.11M 0.03%
12,782
+300
387
$1.11M 0.03%
8,803
+6,300
388
$1.11M 0.03%
43,262
+1,343
389
$1.11M 0.03%
19,890
+1,780
390
$1.11M 0.03%
53,894
-303
391
$1.1M 0.03%
77,426
+6,159
392
$1.1M 0.03%
8,771
+939
393
$1.1M 0.03%
2,032
+76
394
$1.09M 0.03%
5,672
-296
395
$1.07M 0.03%
9,018
+270
396
$1.07M 0.03%
14,287
-226
397
$1.07M 0.03%
15,191
+884
398
$1.05M 0.03%
16,991
-2,260
399
$1.05M 0.03%
53,329
+203
400
$1.05M 0.03%
42,360
-2,001
14 15
16
17 18