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
401
$1.04M 0.03%
41,265
-9,309
402
$1.04M 0.03%
6,454
+325
403
$1.04M 0.03%
8,484
+514
404
$1.03M 0.03%
21,595
+15,248
405
$1.03M 0.03%
12,949
-2,051
406
$1.03M 0.03%
7,089
-35
407
$1.02M 0.03%
67,435
+4,000
408
$1.02M 0.03%
5,921
-313
409
$1.02M 0.03%
6,833
-198
410
$1.02M 0.03%
43,091
+381
411
$1.02M 0.03%
20,250
+12,250
412
$1.01M 0.03%
22,423
+3,308
413
$1.01M 0.03%
25,197
414
$1.01M 0.03%
15,370
+89
415
$1.01M 0.03%
16,065
-300
416
$1M 0.03%
5,725
-59
417
$1M 0.03%
9,055
-1,751
418
$998K 0.03%
37,531
+8,921
419
$990K 0.03%
44,439
-5,679
420
$988K 0.03%
3,466
+8
421
$968K 0.03%
13,788
+1,500
422
$968K 0.03%
19,162
-3,476
423
$957K 0.03%
35,995
+9,223
424
$955K 0.03%
14,966
-336
425
$948K 0.03%
4,800
15 16
17
18 19